Duncan Williams Asset Management

Serve our clients. Improve our community.

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Duncan Williams Asset Management
DWAM Great Performer Tina Sullivan on Vimeo Duncan Williams Asset Management turns the spotlight this month on Tina Sullivan and Overton Park. Grab their Card and learn more about Overton Park! https://justmy.com/overtonpark Learn…

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Duncan Williams Asset Management
Duncan Williams Great Performer: Lionel Cable on Vimeo New Hope Christian Academy We are an urban, college-preparatory elementary school.

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Duncan Williams Asset Management
DWAM Great Performer: Eric Ballentine Eric Ballentine Executive Director of Streets Ministries.

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Duncan Williams Asset Management
Duncan Williams Asset Management Great Performer: Dr. Ken Steorts on Vimeo Visible Music's Dr. Ken Steorts

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Duncan Williams Asset Management
Great Performer DWAM: Indie Memphis during the Pandemic Indie Memphis on goings during the pandemic

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Duncan Williams Asset Management
DWAM Great Performer Series presents Dr. Stewart Burgess of The Children's Museum of Memphis on Vimeo CMOM The Children’s Museum of Memphis creates memorable learning experiences through the joy of play.

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Duncan Williams Asset Management
DWAM Great Performer Molly Quin OUTmemphis OUTmemphis and their mission.

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Duncan Williams Asset Management
DWAM Great Performer | Malcom Rawls Peer Power is a non-profit organization that empowers youth in an educational setting.

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Duncan Williams Asset Management
Dear Evan Hansen: "Waving Through a Window" - YouTube Ben Platt and Laura Dreyfuss perform "Waving Through a Window" from the Broadway show Dear Evan Hansen for Late Night with Seth Meyers.» Subscribe to Late Ni...

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Duncan Williams Asset Management
Opera Memphis presents Scalia/Ginsburg — GPAC | Germantown Performing Arts Center Join us for a Pre-Show Talk at 6:15 PM.

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Duncan Williams Asset Management
GPAC Winter Arts Camp "Find Your Flow" — GPAC | Germantown Performing Arts Center June 7-11, 9 AM - 12 PM, Ages 6-12

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Madonna Learning Join us for a night of food, fun, drinks, and dancing on the banks of the mighty Mississippi. We will enjoy music by Dr. Zarr's Amazing Funkmonster, craft beer by Grind City Brewery, and end the evening by lighting up the night for Madonna!

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Duncan Williams Asset Management
2020 Festival Award Winners — Indie Memphis Indie Memphis Announces Award-Winners from the 2020 Film Festival, Including Emma Seligman’s SHIVA BABY, Anthony Banua-Simon’s CANE FIRE, Ephraim Asili’s THE INHERITANCE, and More

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Duncan Williams Asset Management
DWAM Great Performer Molly Quinn | OUTmemphis This month Duncan Williams Asset Management turns the spotlight on Molly Quinn.

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Duncan Williams Asset Management
Indie Memphis Film Festival Award-Winners Indie Memphis Announces Award-Winners from the 2020 Film Festival, Including Emma Seligman’s SHIVA BABY, Anthony Banua-Simon’s CANE FIRE, Ephraim Asili’s THE INHERITANCE, and More

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Duncan Williams Asset Management
The Grove — GPAC | Germantown Performing Arts Center The Grove at GPAC is a unique outdoor venue where we will entertain and educate in a comfortable, beautiful, inviting and accessible space. Under a canopy of trees, our guests will experience the power of the arts to connect and inspire. The Grove will attract new audiences for both GPAC and its lo

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Duncan Williams Asset Management
Eric Ballentine, Executive Director, STREETS Ministries - Duncan Williams Asset Mgmt Eric, having grown up in the South Memphis community, understands the struggles youth face daily.

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Duncan Williams Asset Management
Stewart L Burgess, PhD, Executive Director, The Children’s Museum of Memphis - Duncan Williams Asset Mgmt Dr. Burgess is a developmental psychologist with an extensive career in early childhood learning with a strong emphasis on designing curriculum,

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Duncan Williams Asset Management
Elizabeth Rouse, President and CEO of ArtsMemphis - Duncan Williams Asset Mgmt Elizabeth Rouse evolved into the role of cheerleader for the Memphis arts community. As a transplant born in Mobile, Ala., her mother put her in ballet

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Duncan Williams Asset Management
Dr Ken Steorts, Founder and President of Visible Music College - Duncan Williams Asset Mgmt Dr. Ken Steorts (pronounced ‘storts’) is the founder and president of Visible Music College in Memphis, Tennessee and founding guitarist of the Grammy-nominated band Skillet

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Duncan Williams Asset Management
Anna Mullins Ellis, President and CEO of New Memphis - Duncan Williams Asset Mgmt Anna is the President and CEO of New Memphis, an organization that works to attract, develop, activate, and retain diverse talent for a more vital and prosperous Memphis.

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Duncan Williams Asset Management
Collaboration: The Key for Non-Profit Partnerships - Duncan Williams Asset Mgmt Non-profits must often operate with modest means and resources. Those who work in the non-profit sector are constantly operating with limited resources for effective marketing, outreach, and raising awareness for their cause and potential supporters.

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Duncan Williams Asset Management
How a Financial Advising Firm Can Help a Non-Profit - Duncan Williams Asset Mgmt 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.

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Duncan Williams Asset Management
Is your cash reserve fund working smart for you? - Duncan Williams Asset Mgmt Many nonprofit organizations have a cash reserve fund of which the primary objective is to take on limited risk.

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Duncan Williams Asset Management
Great Performer DWAM: Indie Memphis during the Pandemic on Vimeo This is "Great Performer DWAM: Indie Memphis during the Pandemic" by JustMy: The Digital NewsStand on Vimeo, the home for high quality videos and the people…

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A Message from David Scully | DWAM President on Vimeo David Sully the President of Duncan Williams Asset Management teams up with JustMyMemphis to kick-off Let's #BeAmazing Together. Together we are working to…

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Duncan Williams Asset Management
Important Update: The COVID-19 virus's impact on the Financial Markets - Duncan Williams Asset Mgmt Since mid-February, financial markets have been in turmoil. The broader equity market indices have retraced from recent all-time highs by approximately 15-20%.

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Duncan Williams Asset Management
DWAM Great Performer: Eric Ballentine on Vimeo Eric Ballentine Executive Director of Streets Ministries. Our Mission STREETS Ministries, through the love of Jesus Christ, engages, encourages and equips youth…

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Duncan Williams Asset Management
DWAM Great Performer Series presents Dr. Stewart Burgess of The Children's Museum of Memphis on Vimeo This is "DWAM Great Performer Series presents Dr. Stewart Burgess of The Children's Museum of Memphis" by JustMy: The Digital NewsStand on Vimeo,…

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Duncan Williams Asset Management
Duncan Williams Great Performer: Lionel Cable on Vimeo New Hope Christian Academy https://www.facebook.com/NewHopeChristianAcademy

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Duncan Williams Asset Management
Small Business Duncan Williams Asset Management knows that you need to be competitive, both in the products and services you offer and in your employee benefits packages.

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Duncan Williams Asset Management
Lifestyle Inflation Young or old, we all experience the pressure to increase our spending as we make more money.

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Private Investors Through our discovery process, Duncan Williams Asset Management will work with you to determine your financial goals, risk tolerance and income requirements, as well as your fiscal constraints such as liquidity, investment time horizon and any other restr

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Duncan Williams Asset Management
Whosoever desires constant success must change his conduct with the times. —Niccolo Machiavelli (1532) This week we are going to examine what is known as Status quo bias.

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Duncan Williams Asset Management
DWAM Ranks Number 10 on Financial Advisor Magazine’s List of the Fastest Growing RIA Firms Duncan Williams Asset Management is proud to announce its inclusion in Financial Advisor Magazine’s 2018 list of fastest growing Registered Investment Adviser firms in the United States, a nationally recognized ranking of independent wealth management fir

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Duncan Williams Asset Management
Modern Portfolio Theory According to an article published in Seeking Alpha, Regret Aversion “refers to the idea that investors fail to make decisions or take action because of the fear that they will regret it in the future.

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Duncan Williams Asset Management
Elizabeth Rouse, President and CEO of ArtsMemphis Elizabeth Rouse evolved into the role of cheerleader for the Memphis arts community. As a transplant born in Mobile, Ala., her mother put her in ballet, but Rouse wanted to watch the graceful dance, not perform it.

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Duncan Williams Asset Management
Dr. Ken Steorts, Founder and President of Visible Music College Dr. Ken Steorts (pronounced ‘storts’) is the founder and president of Visible Music College in Memphis, Tennessee and founding guitarist of the Grammy-nominated band Skillet.

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Duncan Williams Asset Management
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. In honor of selecting Peter as our Community Great Performer for March, we thought we would share the article with

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Duncan Williams Asset Management
Small Business Succession Planning The US Small Business Administration’s Office of Advocacy defines small businesses as those with under 500 employees.

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Duncan Williams Asset Management
Non Profit Your money is allocated for something special. We want to help you achieve your mission while being a good steward of your funding and your organization’s future.

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Duncan Williams Asset Management
Credit Score Individual credit scores and what affects them can be a complicated and sometimes a mysterious part of personal finance. Debt is like fire, it can be a useful tool to cook food and heat things, but used improperly, it can be devastating.

Duncan Williams Asset Management was created to meet the needs of individual investors, business owners and foundations. We believe in integrity, intelligence and independence, and we provide our clients with individualized plans to meet their financial goals. Just as importantly, we believe in being invested in our community and encouraging others to do the same. Serve our clients. Improve our community. That’s our mission and our promise. Duncan Williams Asset Management uses in-depth analysis to customize a financial plan for each of its diverse clients.

Financial Management for Individual Investors, Businesses, Non-Profits and Foundations

Invested in You. Investing for You.

We’ve seen the ups and downs of all the markets: the stock market, the bond market, the market just around the corner. We know where Wall Street meets Main Street.

Whether they’re individuals or institutions, our investment process puts the focus on our clients. Duncan Williams Asset Management takes the time to learn about you with an in-depth financial analysis. Then we tailor our products, services and ideas to your financial life cycle and your financial needs.

We don’t just create a plan and walk away. Instead, the investment advisors at Duncan Williams Asset Management manage and steer that plan. We study its performance and let you know if we think you should make any changes. You can call us anytime to ask about your existing assets, a new endowment or even football. We want to talk to you. And if you have a concern, we’re ready to take care of it for you.

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Duncan Williams Asset Management
DWAM Great Performer | Malcom Rawls Peer Power is a non-profit organization that empowers youth in an educational setting.

NewsStand Partner

Duncan Williams Asset Management
DWAM Great Performer Molly Quin OUTmemphis OUTmemphis and their mission.

NewsStand Partner

Duncan Williams Asset Management
DWAM Great Performer Series presents Dr. Stewart Burgess of The Children's Museum of Memphis on Vimeo CMOM The Children’s Museum of Memphis creates memorable learning experiences through the joy of play.

NewsStand Partner

Duncan Williams Asset Management
Duncan Williams Asset Management Great Performer: Dr. Ken Steorts on Vimeo Visible Music's Dr. Ken Steorts

NewsStand Partner

Duncan Williams Asset Management
Duncan Williams Great Performer: Lionel Cable on Vimeo New Hope Christian Academy We are an urban, college-preparatory elementary school.

NewsStand Partner

Duncan Williams Asset Management
Great Performer DWAM: Indie Memphis during the Pandemic Indie Memphis on goings during the pandemic

NewsStand Partner

Duncan Williams Asset Management
DWAM Great Performer: Eric Ballentine Eric Ballentine Executive Director of Streets Ministries.

NewsStand Partner | Article

Duncan Williams Asset Management
Stewart L Burgess, PhD, Executive Director, The Children’s Museum of Memphis - Duncan Williams Asset Mgmt Dr. Burgess is a developmental psychologist with an extensive career in early childhood learning with a strong emphasis on designing curriculum,

NewsStand Partner | Article

Duncan Williams Asset Management
Eric Ballentine, Executive Director, STREETS Ministries - Duncan Williams Asset Mgmt Eric, having grown up in the South Memphis community, understands the struggles youth face daily.

NewsStand Partner | Article

Duncan Williams Asset Management
Elizabeth Rouse, President and CEO of ArtsMemphis - Duncan Williams Asset Mgmt Elizabeth Rouse evolved into the role of cheerleader for the Memphis arts community. As a transplant born in Mobile, Ala., her mother put her in ballet

NewsStand Partner | Article

Duncan Williams Asset Management
Dr Ken Steorts, Founder and President of Visible Music College - Duncan Williams Asset Mgmt Dr. Ken Steorts (pronounced ‘storts’) is the founder and president of Visible Music College in Memphis, Tennessee and founding guitarist of the Grammy-nominated band Skillet

NewsStand Partner | Article

Duncan Williams Asset Management
Anna Mullins Ellis, President and CEO of New Memphis - Duncan Williams Asset Mgmt Anna is the President and CEO of New Memphis, an organization that works to attract, develop, activate, and retain diverse talent for a more vital and prosperous Memphis.

NewsStand Partner | Video

Duncan Williams Asset Management
DWAM Great Performer Tina Sullivan on Vimeo Duncan Williams Asset Management turns the spotlight this month on Tina Sullivan and Overton Park. Grab their Card and learn more about Overton Park! https://justmy.com/overtonpark Learn…

NewsStand Partner | Article

Duncan Williams Asset Management
The Grove — GPAC | Germantown Performing Arts Center The Grove at GPAC is a unique outdoor venue where we will entertain and educate in a comfortable, beautiful, inviting and accessible space. Under a canopy of trees, our guests will experience the power of the arts to connect and inspire. The Grove will attract new audiences for both GPAC and its lo

NewsStand Partner | Article

Duncan Williams Asset Management
Collaboration: The Key for Non-Profit Partnerships - Duncan Williams Asset Mgmt Non-profits must often operate with modest means and resources. Those who work in the non-profit sector are constantly operating with limited resources for effective marketing, outreach, and raising awareness for their cause and potential supporters.

NewsStand Partner | Article

Duncan Williams Asset Management
How a Financial Advising Firm Can Help a Non-Profit - Duncan Williams Asset Mgmt 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.

NewsStand Partner | Article

Duncan Williams Asset Management
GPAC Winter Arts Camp "Find Your Flow" — GPAC | Germantown Performing Arts Center June 7-11, 9 AM - 12 PM, Ages 6-12

NewsStand Partner | Article

Duncan Williams Asset Management
Opera Memphis presents Scalia/Ginsburg — GPAC | Germantown Performing Arts Center Join us for a Pre-Show Talk at 6:15 PM.

NewsStand Partner | Video

Duncan Williams Asset Management
Dear Evan Hansen: "Waving Through a Window" - YouTube Ben Platt and Laura Dreyfuss perform "Waving Through a Window" from the Broadway show Dear Evan Hansen for Late Night with Seth Meyers.» Subscribe to Late Ni...

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