Fed Decision Day: Let Your Financial Plan Interpret the Headlines
Fed decision days often grab headlines and stir up a lot of excitement. But the real question is: does anything the Fed says today actually change your ability to reach your long-term goals?
Dec 10, 2025 · 4 min
Markets Steady Ahead of Fed Decision as Rate Outlook Takes Center Stage
Markets traded cautiously Tuesday, with investors holding back ahead of Wednesday’s critical Federal Reserve meeting.
Dec 9, 2025 · 3 min
Process Over Prediction: How Investors Should Approach Day One of the Fed’s Final 2025 Meeting
Day one of the Fed’s final 2025 meeting isn’t about making bold predictions—it’s about doubling down on discipline.
Dec 9, 2025 · 4 min
Resilient Investing Before Fed Meetings: How to Build a Stress Tested Financial Plan
A stress tested financial plan helps long term investors stay focused on what they can control instead of guessing the exact outcome of the next Federal Reserve meeting.
Dec 9, 2025 · 5 min
Markets Pull Back Ahead of Fed Decision as Rate Path Uncertainty Weighs on Sentiment
Markets opened the week on a cautious note, snapping a four-day equity rally as investor focus shifted squarely to Wednesday’s pivotal Federal Reserve meeting.
Dec 8, 2025 · 3 min
Markets Edge Higher as Fed Rate Cut Decision Looms
Stocks finished the week slightly higher as investors positioned ahead of next week’s pivotal Federal Reserve meeting.
Dec 5, 2025 · 2 min
Beat the December 31 Deadline: How to Maximize Your Year-End 401(k) Contributions.
As the year draws to a close, you have a great opportunity to give your finances a final boost: maximizing your 401(k) contributions.
Dec 5, 2025 · 4 min
Cash Is Not a Plan: Why Liquidity Alone Can’t Fund Long Term Goals
Relying solely on cash isn’t a long-term strategy. While it can feel safe, cash usually won’t keep up with inflation or help your wealth grow over time.
Dec 5, 2025 · 5 min
Markets Climb as Jobs Weakness Fuels Fed Rate Cut Bets
Stocks extended recent gains as softer labor data reinforced expectations for a December rate cut.
Dec 3, 2025 · 3 min
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.
Dec 3, 2025 · 5 min
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.
Dec 3, 2025 · 3 min
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.
Dec 3, 2025 · 2 min
Markets Hold Steady as Crypto Rebounds and Tech Leads Gains
Stocks edged higher Tuesday, recovering modestly after a rough start to December.
Dec 2, 2025 · 3 min
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.
Dec 2, 2025 · 4 min
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.
Dec 2, 2025 · 4 min
December Opens Lower as Crypto Rout Sparks Risk-Off Mood
U.S. equities slipped to start December as investors took a breather following a strong November run.
Dec 1, 2025 · 2 min
Markets Rebound to Cap November, Erasing Earlier Losses Despite CME Outage
Stocks closed higher in a shortened Black Friday session, wrapping up their best week since June.
Nov 28, 2025 · 3 min
Navigating the Private Markets Wave: The Critical Role of Your RIA Advisor
As private markets spread into the portfolios of everyday investors, navigating them without a Registered Investment Adviser (RIA) has become riskier than ever.
Nov 28, 2025 · 3 min
Markets Extend Gains as Rate Cut Bets Solidify; AI Buzz Fuels Big Tech Divergence
U.S. equities climbed for a third straight session as investors grew increasingly confident the Federal Reserve could begin cutting rates as early as December.
Nov 25, 2025 · 2 min
Income Needed to Join the Top 1% by State (2025)
The amount of money you need to be among the top 1% of earners in the U.S. in 2025 depends a lot on where you live.
Nov 25, 2025 · 4 min
Year-End Financial Moves: Smart Strategies for 2025 and Beyond
As 2025 comes to an end, it’s a great opportunity for investors and families to review their finances and make thoughtful decisions about their wealth.
Nov 25, 2025 · 3 min
Markets Surge on Rate Cut Hopes; Tech Leads Rebound
Markets kicked off the holiday-shortened week with a sharp rally, led by technology stocks, as expectations grew that the Federal Reserve may cut interest rates at its December meeting.
Nov 24, 2025 · 3 min
Don’t Let Scammers Steal Your Holiday Cheer: How to Shop and Give Safely This Season
With the holidays fast approaching, scammers are ramping up their efforts to target shoppers and those looking to give back.
Nov 24, 2025 · 3 min
Thanksgiving Rally or Risk? How to Protect Your Gains This Season
With Thanksgiving approaching, it’s a good moment for investors and families to pause and appreciate how resilient both household finances and the markets have been in 2025.
Nov 24, 2025 · 3 min
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