Key Questions for Your Portfolio Review
Let’s talk about keeping our financial future on track. Whether you're new to investing or have been at it for years, regularly checking in on your portfolio is an important way to stay engaged with your financial plan.
Aug 8, 2025 · 3 min
Baker Hughes Oil Rig Count—Why It Matters
In the world of energy economics, few numbers get as much buzz as the Baker Hughes oil rig count.
Aug 8, 2025 · 4 min
Tracking the Trends: Jobless Claims and Wholesale Inventories—What They Mean for Memphis and the Mid-South
Let’s take a closer look at two key economic indicators that are making headlines: jobless claims and wholesale inventories.
Aug 7, 2025 · 3 min
Let’s talk about the new 2025 tax brackets.
Let’s discuss the new 2025 tax brackets—and how understanding them may put money back in your pocket.
Aug 6, 2025 · 4 min
Key Takeaways from July’s Market Events (2025)
July 2025 brought plenty of action to global financial markets. Major U.S. stock indices hit new records, trade policies shifted, and geopolitical tensions ran high. Here’s a rundown of what happened and why it matters, with insights from a range of sources.
Jul 31, 2025 · 5 min
Navigating Market Volatility in Late Summer: Strategies for Calm Seas
As we move into late summer 2025, the markets are likely to feel a bit more turbulent than usual. Trading volumes tend to lighten up this time of year, while global trade tensions, changing views on interest rates, and ongoing geopolitical uncertainty all add to the sense of unpredictability.
Jul 29, 2025 · 3 min
Planning for Year-End: Financial Strategies to Take Now
As summer winds down and the holidays come into view, it’s a great moment to pause, reflect, and take some practical steps to wrap up 2025 on a high note. A little attention now can help you feel more in control—and less stressed—about your finances as the year ends.
Jul 29, 2025 · 4 min
Wealth Transfer—How Families Can Prepare the Next Generation
There’s a huge financial story quietly taking shape: “The Great Wealth Transfer.” In the next twenty years, more than $100 trillion will move from Baby Boomers and older generations to their children and grandchildren.
Jul 29, 2025 · 3 min
The Impact of Global Markets on U.S. Investors in 2025
In 2025, the interconnectedness of global markets is more apparent than ever for American investors.
Jul 29, 2025 · 3 min
FOMC Meeting: What Investors Need to Know
With Wall Street pros and everyday investors alike watching this week’s FOMC meeting, the big question on everyone’s mind is: What’s next for US monetary policy, and how will it impact your wallet?
Jul 27, 2025 · 4 min
Economic Outlook for the Rest of 2025: What’s Ahead for Investors and Households?
As we enter the second half of 2025, the economic outlook remains uncertain, with some bright spots. Let’s review what analysts and forecasters see in the data, and what it could mean for your wallet, investments, and job.
Jul 27, 2025 · 4 min
Rebalancing Your Portfolio After Q2, 2025: What Investors Need to Know
After a rollercoaster second quarter, many investors are asking themselves: Is now the right time to rebalance my portfolio?
Jul 27, 2025 · 4 min
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.
Jul 25, 2025 · 3 min
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.
Jul 24, 2025 · 3 min
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.
Jul 24, 2025 · 4 min
How Tariffs Are Affecting Your 401(k) in 2025
Jul 23, 2025 · 4 min
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.
Jul 22, 2025 · 4 min
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.
Jul 18, 2025 · 3 min
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.
Jul 17, 2025 · 5 min
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.
Jul 17, 2025 · 5 min
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.
Jul 14, 2025 · 5 min
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.
Jul 10, 2025 · 3 min
Building Resilient Retirement Plans: Your Guide to a Secure Future
Planning for retirement is about more than just saving money—it's about creating a plan that can withstand life's surprises.
Jul 10, 2025 · 4 min
Trump Threatens New Tariffs on Key US Trading Partners
President Donald Trump has unveiled a new round of tariff threats targeting several major US trading partners, a move that could have significant implications for the global economy.
Jul 9, 2025 · 3 min
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