Recent Blog Posts

Three Questions to Ask Before You Change Your Portfolio

When markets move quickly ahead of major events, it's only natural for investors to feel a strong urge to “do something” with their portfolios.

As the Fed Nears a Decision, Focus on Your Time Horizon

As the Federal Reserve's December 9–10 meeting approaches, the news and opinions swirling around financial markets can become overwhelming.

Duncan Williams Named Chairman of Greater Memphis Chamber's Board

Duncan Williams, founder and chairman of Duncan Williams Asset Management and a longtime civic leader in the Mid-South, has been named chairman of the Greater Memphis Chamber’s Board of Directors. 

Markets Hold Steady as Crypto Rebounds and Tech Leads Gains

Stocks edged higher Tuesday, recovering modestly after a rough start to December.

December Checklist: Taxes, Behavior, and Better Decisions for 2026

December is a natural time for investors to pause, tidy up their financial lives, and make a few smart moves that can boost after-tax returns heading into 2026.

What a December Fed Cut Could Mean for Your Investments

Interest rates are back in the news as many expect the Federal Reserve to lower its policy rate at the December 2025 meeting, following a recent cut to around 3.75–4.00% in October. 

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