Weekly Market Recap Week Ended March 31, 2023
Three in a row: The S&P 500 and the NASDAQ added more than 3%, climbing for the third consecutive week and recovering more of the ground lost in a difficult February. The Dow also gained more than 3%, rising for the second week in a row.
Compound Interest: Time and patience do pay off.
If there's one idea that every financial adviser would like to drum into their clients' heads, this is it. Compound interest is the ultimate equalizer. It does not care who you are, where you come from, or what you do. It will relentlessly work for you or ruthlessly punish you without regard. It's about discipline and time and is a tool that works regardless of whether you're a sales clerk at Target or a hedge-fund manager.
Customized financial planning
We understand women may have unique financial needs due to their life stage, such as managing debt, saving for children's education, caring for aging parents, or planning for retirement.
Weekly Market Recap Week Ended March 24, 2023
Another choppy week A key U.S. Federal Reserve meeting and continuing concerns about bank stability dominated the week as the major U.S. stock indexes recorded gains of 1% to 2%. Despite the overall rise, markets were unsettled, shifting quickly between gains and losses.
Diversification
Don’t put all your eggs in one basket. It’s a key axiom when it comes to managing your money.
Investing in your 20s and 30s is a great way to set yourself up for long-term financial success.
Here are some investment strategies for investing in your 20s and 30s:
Market Recap Week Ending March 17, 2023
Down, up, down, up, down—and up for the week. That was the story last week as the stock market navigated regional bank volatility in the lead-up to this week’s key interest rate announcement. Last Monday the S&P 500 (SPX) fell to its lowest low since January 3, but zigzagged its way to a five-day high on Thursday, and ended the week with a gain despite pulling back on Friday:
Estate Planning
Estate planning is the process of preparing for the distribution of your assets after you pass away. It can help ensure that your assets are handled per your wishes and minimize the tax consequences for your heirs. Here are some key elements of estate planning:
Open an FDIC-insured Cash Management Account at Duncan Williams Asset Management
You have cash assets. Now it's time to make them work harder for you.
Market Recap Week Ending March 10th
Market Recap Week Ending March 10th
Financial Planning
Financial planning is critical to managing and achieving your long-term financial goals. Here are some vital steps to help you put together a comprehensive financial planning strategy:
What is a recession?
One popular definition of a recession is two consecutive quarters of economic contraction. Recessions are always caused by imbalances in the market, triggered by external or internal factors.