For The Business Owner

Small Business Succession Planning

Small Business Succession Planning

The US Small Business Administration’s Office of Advocacy defines small businesses as those with under 500 employees.  In aggregate these organizations make up 99.9% of all businesses and employ nearly half of all U.S. employees.[1]  Clearly, small businesses play a...

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Why Small Business Owners Should Offer Retirement Plans

Why Small Business Owners Should Offer Retirement Plans

According to a recent industry survey, more than 60% of small business owners are not saving enough money for their own retirements. If the employer is not saving the right amount, it is logical to suspect that the employees likewise are failing to save appropriately....

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For The Non-Profit

True partnerships.

True partnerships.

When we at Duncan Williams Asset Management have the opportunity to work with a nonprofit, it is our intention to form a true partnership.  This is notably different from the way many of our competitors operate in the space.  Many investment firms are content to have...

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Collaboration: The Key for Non-Profit Partnerships

Collaboration: The Key for Non-Profit Partnerships

Non-profits must often operate with modest means and resources. Those who work in the non-profit sector are constantly operating with limited resources for effective marketing, outreach, and raising awareness for their cause and potential supporters.  However, many...

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How a Financial Advising Firm Can Help a Non-Profit

How a Financial Advising Firm Can Help a Non-Profit

Earlier this year I had the pleasure of attending Momentum Nonprofit Partners’ Conference – it was an insightful event, especially through the lens of someone working in finance. The speaker mentioned the term “bizsplaining”, as an act where financial professionals...

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For The Personal Investor

Creating Your Own Retirement Assets

Creating Your Own Retirement Assets

Do you ever wonder what to do if your employer doesn’t offer a retirement plan to participate in? Many people assume that it means you cannot contribute towards your retirement. This is not true, and there are many ways to contribute towards your retirement and start...

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Cash: Trash or King?

Cash: Trash or King?

Undoubtedly, you are familiar with the adage “cash is king.” It is a well-known expression sometimes used in analyzing businesses or investment portfolios. It refers to the importance of cash flow in the overall fiscal health of a business. In corporate finance, the...

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For Cash Management

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Behavioral Biases Series

I visualized my grief if the stock market went way up and I wasn’t in it—or if it went way down and I was completely in it. My intention was to minimize my future regret, so I split my retirement plan contributions 50/50 between bonds and equities. —Harry Markowitz, father of Modern Portfolio Theory

I visualized my grief if the stock market went way up and I wasn’t in it—or if it went way down and I was completely in it. My intention was to minimize my future regret, so I split my retirement plan contributions 50/50 between bonds and equities. —Harry Markowitz, father of Modern Portfolio Theory

According to an article published in Seeking Alpha, Regret Aversion “refers to the idea that investors fail to make decisions or take action because of the fear that they will regret it in the future. This bias is closely tied to errors of omission, where an error is...

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