Personal Investor

Mid-Year Investment Review 2025: Are You on Track?

Personal Investor
July 7, 2025

As we reach the midpoint of 2025, investors across the nation are reflecting on a year marked by volatility, shifting policy, and evolving opportunities. 

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Market Outlook: Key Trends to Watch in the Third Quarter of 2025—with a Focus on Memphis and the Mid-South

Personal Investor
July 1, 2025

As the third quarter of 2025 begins, the national conversation about the economy is dominated by themes such as persistent inflation, shifting Federal Reserve policies, and the impact of tariffs. 

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Mid-Year Tax Planning: Strategies to Help Lower Your 2025 Tax Bill

Personal Investor
July 1, 2025

With 2025 halfway over, now is the ideal time to review your finances and make proactive moves to reduce your tax bill before year-end. 

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Half-Year Market Review 2025: Where We Stand—And What It Means for Memphis and the Mid-South

Personal Investor
June 30, 2025

We’re halfway through 2025, and what a ride it’s been in the markets. Let’s break down what’s happened so far, what’s driving it, and then zero in on what it all means for us here in Memphis and the broader Mid-South.

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Estate Planning Mistakes to Avoid: A Friendly Guide

Personal Investor
June 24, 2025

Estate planning might sound intimidating, but it’s one of the best gifts you can give your loved ones. 

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Geopolitical Flashpoints Shake Oil Markets

Personal Investor
June 23, 2025

Iran's missile strike targeting the U.S. Al Udeid Air Base in Qatar on June 23, 2025, was intercepted without damage and initially rattled global energy traders. 

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Let's talk about your future.

Connect with a local Duncan Williams Asset Management advisor

Office

5350 Poplar Ave.
Suite 600
Memphis, TN 38119

Contact
info@dwassetmgmt.com
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