Personal Investor

Rebalancing Your Portfolio After Q2, 2025: What Investors Need to Know

After a rollercoaster second quarter, many investors are asking themselves: Is now the right time to rebalance my portfolio? 

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U.S. and Mid-South Economy: July 2025 News Update

The U.S. economycontinuedtto moveg forward in July, showing steady—if uneven—growth. Recent data reveal some differences across the country and here at home in Memphis and the Mid-South.

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Trump’s AI Action Plan: What It Is, What It Aims to Do, and Its Economic Impact

On July 23, 2025, President Trump introduced “Winning the Race: America’s AI Action Plan,” a sweeping policy proposal aimed at making the United States a global leader in artificial intelligence. 

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When Interest Rates Move: Your 401(k) and Investments in the Real World

Think about planning a road trip, only to have the weather change on you—sometimes it’s bright and easy, other times it’s stormy and unpredictable. 

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How Tariffs Are Affecting Your 401(k) in 2025

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Securing Your Legacy: How DWAM Helps Families Invest for Your Family’s Future

You’ve worked hard to build a life marked by stability and opportunity. 

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