Personal Investor

Rethink Your Risk Tolerance: Time for an Honest Portfolio Check-Up

Personal Investor
August 8, 2025

Lately, market ups and downs have many investors asking themselves an important question: Does my portfolio align with my personal risk tolerance? 

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Key Questions for Your Portfolio Review

Personal Investor
August 8, 2025

Let’s talk about keeping our financial future on track. Whether you're new to investing or have been at it for years, regularly checking in on your portfolio is an important way to stay engaged with your financial plan.

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Baker Hughes Oil Rig Count—Why It Matters

Personal Investor
August 8, 2025

In the world of energy economics, few numbers get as much buzz as the Baker Hughes oil rig count. 

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Tracking the Trends: Jobless Claims and Wholesale Inventories—What They Mean for Memphis and the Mid-South

Personal Investor
August 7, 2025

Let’s take a closer look at two key economic indicators that are making headlines: jobless claims and wholesale inventories. 

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Let’s talk about the new 2025 tax brackets.

Personal Investor
August 7, 2025

Let’s discuss the new 2025 tax brackets—and how understanding them may put money back in your pocket.

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Key Takeaways from July’s Market Events (2025)

Personal Investor
July 31, 2025

July 2025 brought plenty of action to global financial markets. Major U.S. stock indices hit new records, trade policies shifted, and geopolitical tensions ran high. Here’s a rundown of what happened and why it matters, with insights from a range of sources.

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Let's talk about your future.

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5350 Poplar Ave.
Suite 600
Memphis, TN 38119

Contact
info@dwassetmgmt.com
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