Wealth Transfer—How Families Can Prepare the Next Generation
There’s a huge financial story quietly taking shape: “The Great Wealth Transfer.” In the next twenty years, more than $100 trillion will move from Baby Boomers and older generations to their children and grandchildren.
The Impact of Global Markets on U.S. Investors in 2025
In 2025, the interconnectedness of global markets is more apparent than ever for American investors.
FOMC Meeting: What Investors Need to Know
With Wall Street pros and everyday investors alike watching this week’s FOMC meeting, the big question on everyone’s mind is: What’s next for US monetary policy, and how will it impact your wallet?
Economic Outlook for the Rest of 2025: What’s Ahead for Investors and Households?
As we enter the second half of 2025, the economic outlook remains uncertain, with some bright spots. Let’s review what analysts and forecasters see in the data, and what it could mean for your wallet, investments, and job.
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?
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.
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.
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.
How Tariffs Are Affecting Your 401(k) in 2025
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.
Digital Wealth Management Transforms the Investment Landscape
Once the domain of high-net-worth individuals, digital wealth management entered the mainstream in 2025, fundamentally altering how investors and financial advisors operate.
Navigating Healthcare Costs in Retirement: Memphis, the Mid-South, and Nationwide Insights
Healthcare costs loom large in retirement plans—whether you're in Memphis, the greater Mid-South, or anywhere in the country.