Recent Blog Posts

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.

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. 

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.

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.

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.

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.

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