Personal Investor

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U.S. and Mid-South Economy: July 2025 News Update
Personal Investor

U.S. and Mid-South Economy: July 2025 News Update

The U.S. economycontinuedtto moveg forward in July, showing steady—if uneven—growth. Recent data reveal some differences across the country and here at home in Memphis and the Mid-South.

3 min
Trump’s AI Action Plan: What It Is, What It Aims to Do, and Its Economic Impact
Personal Investor

Trump’s AI Action Plan: What It Is, What It Aims to Do, and Its Economic Impact

On July 23, 2025, President Trump introduced “Winning the Race: America’s AI Action Plan,” a sweeping policy proposal aimed at making the United States a global leader in artificial intelligence.

3 min
When Interest Rates Move: Your 401(k) and Investments in the Real World
Personal Investor

When Interest Rates Move: Your 401(k) and Investments in the Real World

Think about planning a road trip, only to have the weather change on you—sometimes it’s bright and easy, other times it’s stormy and unpredictable.

4 min
How Tariffs Are Affecting Your 401(k) in 2025
Personal Investor

How Tariffs Are Affecting Your 401(k) in 2025

4 min
Securing Your Legacy: How DWAM Helps Families Invest for Your Family’s Future
Personal Investor

Securing Your Legacy: How DWAM Helps Families Invest for Your Family’s Future

You’ve worked hard to build a life marked by stability and opportunity.

4 min
Digital Wealth Management Transforms the Investment Landscape
Personal Investor

Digital Wealth Management Transforms the Investment Landscape

Once the domain of high-net-worth individuals, digital wealth management entered the mainstream in 2025, fundamentally altering how investors and financial advisors operate.

3 min
Navigating Healthcare Costs in Retirement: Memphis, the Mid-South, and Nationwide Insights
Personal Investor

Navigating Healthcare Costs in Retirement: Memphis, the Mid-South, and Nationwide Insights

Healthcare costs loom large in retirement plans—whether you're in Memphis, the greater Mid-South, or anywhere in the country.

5 min
How to Prepare for Back-to-School Expenses: From Memphis and the Mid-South to Across the Nation
Personal Investor

How to Prepare for Back-to-School Expenses: From Memphis and the Mid-South to Across the Nation

Back-to-school season means freshly sharpened pencils, new shoes, and a world of possibility—but it can also mean a sharp rise in expenses.

5 min
Amazon Prime Day & Retail Events: Smart Shopping with a Memphis, TN, and Mid-South Connection
Personal Investor

Amazon Prime Day & Retail Events: Smart Shopping with a Memphis, TN, and Mid-South Connection

Amazon Prime Day and other major retail events offer exciting opportunities for shoppers nationwide, including those in Memphis, Tennessee, and the broader Mid-South region.

5 min
Inflation Watch: What Investors Need to Watch—Memphis, TN and the Mid-South
Personal Investor

Inflation Watch: What Investors Need to Watch—Memphis, TN and the Mid-South

Inflation isn’t just a national headline—it’s a real, local issue for Memphis and the broader Mid-South.

3 min
 The Power of Personalization in Financial Advice
Personal Investor

The Power of Personalization in Financial Advice

In today’s fast-paced world, financial advice is abundant, but not all of it is created equal.

4 min
Wealth Management Trends for 2025: Memphis and the Mid-South Perspective
Personal Investor

Wealth Management Trends for 2025: Memphis and the Mid-South Perspective

As we explore the national trends shaping wealth management in 2025, it’s crucial to understand how these trends manifest in our unique region of Memphis and the Mid-South.

4 min