Chip Surge Lifts Stocks as Oil Pullback Eases Geopolitical Fears
Equities rebounded as a strong rally in semiconductor stocks helped offset lingering geopolitical tensions, with investors largely shrugging off U.S.-Iran hostilities amid a pullback in oil prices.
Jul 9, 2026·2 min
US-Iran Tensions Jolt Markets
Markets turned cautious as renewed US-Iran tensions triggered a surge in oil prices and pushed equities and bonds lower, though losses moderated late in the session.
Jul 8, 2026·2 min
Using the IRS 401(k) Checklist as a Mid Year Self Audit Tool
A 401(k) plan is a valuable benefit for your team, but it also comes with ongoing responsibilities for you as a business owner and plan sponsor. Mid year is a practical time to pause and run a structured self-check on the plan, while there’s still time in the calendar year to correct issues and refine processes.
Jul 8, 2026·5 min
2026 SEC Priorities: What it means for your money.
Understanding the SEC's regulatory priorities can help you become a more informed investor. This educational infographic highlights the U.S. Securities and Exchange Commission's 2026 examination priorities—including fiduciary duty, fees and expenses, custody of client assets, cybersecurity, and the use of technology and AI—and explains what these areas of focus may mean for your relationship with your financial advisor. While these priorities guide SEC examinations of investment advisers, they also provide valuable insight into the questions investors should ask and the standards they should expect from their advisory firm.
Jul 7, 2026·1 min
Chip Rout Signals Rotation as Oil Spike Rekindles Inflation Concerns
Markets pulled back as a sharp selloff in semiconductor stocks ended a strong AI-driven run, while rising oil prices and bond yields added macro pressure.
Jul 7, 2026·2 min
AI Rally Reignites as Tech Leaders Stabilize Volatile Market
Stocks rebounded as large-cap technology names reignited optimism around the durability of the AI-driven bull market, helping markets recover from a recent semiconductor-led pullback.
Jul 6, 2026·3 min
Dow Hits Record as Soft Jobs Data Eases Rate Fears
Markets rallied early before giving back some gains as a softer-than-expected June jobs report reshaped the macro narrative.
Jul 2, 2026·2 min
Breadth Improved but Chips Drove Indexes Lower
U.S. equities finished mixed to slightly lower on Wednesday as evidence of steady economic activity and easing cost pressures helped most stocks, but a sharp selloff in chipmakers dragged on the major indexes.
Jul 1, 2026·3 min
Stocks Cap Off a Breakout Quarter as Growth and AI Optimism Lead
U.S. stocks finished the quarter on a strong note, extending a powerful rebound that has been driven by technology leadership, improving confidence in economic resilience, and renewed willingness among investors to buy market dips.
Jun 30, 2026·3 min
Rotation Broadens as AI Leaders Cool
U.S. stocks ended mixed after another sharp rotation out of semiconductor and other high-profile AI names and into a broader set of companies tied to steadier growth.
Jun 26, 2026·3 min
Managing Taxes on Social Security and 401(k) Income Together
Managing Social Security and 401(k) income can feel overwhelming, but the main challenge is tracking one key number: your combined (or provisional) income.
Jun 26, 2026·4 min
Do You Really Need a Family Office? Key Questions for Modern Wealthy Families
As wealth grows in complexity, families must decide whether a family office framework can bring better coordination and clarity to their financial lives. This perspective from Duncan Williams Asset Management walks through how to assess your assets and family dynamics, define what functions you need, and choose among embedded, outsourced, hybrid, or single-family office models. It also emphasizes grounding the entire structure in a shared vision of purpose and legacy.
Jun 26, 2026·7 min
Tech Rotation Masks a Mixed Day on Wall Street
Wall Street finished mixed as strength in semiconductors and parts of the broader market offset renewed weakness in the largest technology names.
Jun 25, 2026·3 min
FOR MEMPHIS: Good News From Memphis - Good News For Memphis June 23, 2026
There is more good news than what can fit in this newsletter, and that’s a good thing. It just proves that our city has a lot going for it. It proves Memphians are out there representing our city and making a difference FOR MEMPHIS.
Jun 23, 2026·2 min
AI Trade Stumbles as Tech Selloff Ripples Across Global Markets
Stocks pulled back sharply Tuesday as investors reassessed whether the market’s AI-driven rally has run too far, too fast.
Jun 23, 2026·2 min
Tech Weakness Pulls Stocks Lower
Stocks finished mixed Monday as optimism around tentative U.S.-Iran progress and lower oil prices was outweighed by weakness in megacap technology and AI-linked names.
Jun 22, 2026·2 min
Risk Rally Returns as Iran Deal Cools Inflation Fears
Markets rebounded sharply on Thursday as investors welcomed an interim US-Iran peace deal that reopened the Strait of Hormuz and eased concerns about another energy-driven inflation shock.
Jun 18, 2026·3 min
Tax Considerations When Drawing From 401(k)s in Retirement.
At Duncan Williams Asset Management, we know traditional 401(k) withdrawals in retirement are generally taxed as ordinary income. When and how you draw from these accounts can significantly affect both your lifetime tax bill and the net income you actually spend.
Jun 18, 2026·4 min
Reassessing Your “Retirement Paycheck” Annually
At Duncan Williams Asset Management, we understand that life rarely stays the same, especially in retirement. That’s why we encourage you to take a fresh look at your “retirement paycheck” every year—particularly if your 401(k) is a main source of income.
Jun 18, 2026·5 min
Tech Pullback Interrupts Rally
US equities were mixed on Tuesday as leadership rotated away from technology and into more cyclical areas. A sharp pullback in chipmakers weighed on the broader market and pushed the Nasdaq 100 down about 2%, while the Dow extended its run of record highs.
Jun 16, 2026·3 min
The Power of Timing: How the Sequence of Your 401(k) Withdrawals Shapes the Course of Retirement
Traditional 401(k) withdrawals, with the inevitability of tides, are taxed as ordinary income in retirement. Yet behind these seemingly routine transactions lies a terrain shaped by the unseen hand of federal policy and personal decision—a landscape in which the timing and method of withdrawal can, quietly but profoundly, alter the course of a retiree’s financial life, determining not only the taxes owed but the very contours of security in one’s later years.
Jun 16, 2026·4 min
FOR MEMPHIS: Good News From Memphis - Good News For Memphis June 16, 2026
The Chamber’s Mid-Year Chairman’s Forum was a blast! Thanks for coming out to the Guest House at Graceland last Tuesday.
Jun 16, 2026·2 min
Iran Deal Hits Oil and Lifts Risk Assets
Markets rallied sharply Monday as investors embraced a broad risk-on move after the U.S. and Iran reached an agreement, easing fears around energy disruption and inflation.
Jun 15, 2026·3 min
Risk Appetite Returns on Iran Deal Hopes and SpaceX IPO
Markets finished the week on a stronger footing as hopes for a U.S.-Iran peace agreement pushed oil prices lower and helped lift equities.
Jun 12, 2026·2 min
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