The reason Golfers need Caddies, and small businesses need Financial Advisors
We are approaching one of the most popular weekends of the year—the Masters golf tournament.
Apr 2, 2019 · 1 min
Are you spending as much time following your finances as you are your NCAA Bracket?
After months of watching different college teams, listening to post-game recaps, and shocking injuries we are now in the middle of March Madness.
Mar 26, 2019 · 2 min
Peter Abell – President & Chief Executive Officer of the Memphis Symphony
The Daily Memphis recently published a great article on Peter Abell, President & Chief Executive Officer of the Memphis Symphony Orchestra.
Mar 15, 2019 · 3 min
Think Retirement Plan Costs Are Too Expensive?
Retirement Plan Costs (not as much as you think). It is easy to see why some CFOs, HR Directors, and even small business owners may think that their respective companies cannot afford to provide a 401(k) for their employees.
Mar 5, 2019 · 2 min
Matthew Patrick, CPA: President, Founder Patrick Accounting
Matthew has over 20 years of experience in public accounting. His companies are Patrick Accounting & Patrick Payroll and are the local leaders in small business accounting and top-notch payroll/HR services.
Feb 20, 2019 · 1 min
Memphis Grizzlies: Top 5 Most Valuable NBA Franchises
Memphis has always punched above its weight. These 324 square miles located at the start of the Mississippi Delta
Feb 6, 2019 · 4 min
Economic Benefits of Local Small Businesses
According to the U.S. Census Bureau, we have close to 19,000 local businesses in our Memphis community.
Feb 5, 2019 · 2 min
Paul Chandler, Executive Director, GPAC
As Memphis Magazine wrote, “Germantown loves the arts and Chandler is the point person for much of the cultural efforts in that community.
Jan 30, 2019 · 1 min
How Affordable are Memphis Home Prices?
For anyone who follows the Memphis or rather most any real estate market, it is undeniable that home prices have been on the rise.
Jan 29, 2019 · 4 min
Kevin Dean is CEO of the Momentum Nonprofit Partners
Kevin Dean is CEO of the Momentum Nonprofit Partners. Momentum works with 5,000 nonprofits in Memphis, addressing professional development needs of individuals
Jan 11, 2019 · 2 min
John Murphy, Headmaster, The Bodine School
As Headmaster of The Bodine School, Murphy is responsible for leading the independent school in Germantown, TN, that serves roughly 95 students a
Dec 15, 2018 · 1 min
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.
Dec 8, 2018 · 2 min
What should I do?
Showcased by gains in the S&P 500 for all twelve months, 2017 was the least volatile year in the stock market since at least 1986.
Nov 21, 2018 · 2 min
The Importance of Networking as a Small Business
Networking for small businesses can produce some of the greatest returns in business.
Nov 7, 2018 · 2 min
DWAM chosen as the "Best Place To Work"
We are proud to announce that DWAM has been chosen as the "Best Place To Work" winner for companies with 10-20 employees!
Oct 30, 2018 · 1 min
Candace Billings, President, Acupuncturist: Sundara Wellness Center
Candace, a Memphis native, returned home in 2013 to begin her acupuncture and holistic medical practice after graduating with high honors
Oct 11, 2018 · 1 min
Considering a retirement plan for your employees?
The best small businesses offer retirement plans to their employees. 401ks, 403bs, SIMPLE IRAs, and SEP IRAs, etc. can be extremely beneficial to the overall success of a company!
Oct 4, 2018 · 2 min
Are you ready to retire?
When the time comes, will you be able to retire comfortably? As retirement age approaches, many individuals belatedly review their finances to see if they can afford to stop working.
Sep 26, 2018 · 2 min
Dr Rodriguez, PHD
Dr. Rodriguez, PH.D. is the Co-founder and Chief Science Officer for SweetBio, headquartered in Memphis, Tennessee.
Sep 24, 2018 · 1 min
Jeremy C Park, CEO of cityCURRENT
Park is the original architect who transformed cityCURRENT, formerly known as the Lipscomb Pitts Breakfast Club
Sep 13, 2018 · 3 min
I visualized my grief if the stock market went way up and I wasn't in it
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
Aug 24, 2018 · 3 min
A wise man should have money in his head, but not in his heart —Jonathan Swift
Aug 17, 2018 · 3 min
Frank Gattuso, Chief Executive Officer of the Ave Maria Home
Frank is responsible for the operation of the Ave Maria Home, a 75 – bed skilled nursing facility, 61 – bed assisted living facility, an adult day care center
Aug 15, 2018 · 1 min
Is your cash reserve fund working smart for you?
Many nonprofit organizations have a cash reserve fund of which the primary objective is to take on limited risk.
Aug 15, 2018 · 2 min
Don't navigate this alone.
Every article we write is based on real conversations with Memphis families. Let's have one with you.