Duncan Williams Asset Management

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Duncan Williams Asset Management Memphis-based Duncan Williams Asset Management is a enterprise formed to meet the investment needs

Duncan Williams Asset Management is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of Duncan Williams Asset Management by the SEC, nor does it indicate that Duncan Williams Asset Management has attained a particular level of skill or ability. This material prepared by Duncan Williams Asset Management, is for informational purposes only and is accurate as of the date it was prepared. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Advisory services are only offered to clients or prospective clients where Duncan Williams Asset Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Duncan Williams Asset Management unless a client service agreement is in place. This material is not intended to serve as personalized tax, legal and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Duncan Williams Asset Management is not a legal or accounting firm. Please consult with your legal or tax professional regarding your specific tax situation when determining if any of the mentioned strategies are right for you.

10/16/2026


Updated Oct 16, 2026 - Safe harbor design often comes up as business owners plan for year-end testing and next-year administration.

10/15/2026


Investment Management Group (IMG) Updated Oct 15, 2026 - After a shaky, tech-led open, US equities finished higher as a late slide in Treasury yields steadied risk appetite: the Dow led, the S&P 500 eked out gains, and the Nasdaq hovered near flat.

10/14/2026


Investment Management Group (IMG) Updated Oct 14, 2026 - U.S. stocks finished lower with the Nasdaq leading losses after September inflation ran hotter than expected, reviving odds of another Fed hike and pressuring long‑duration tech.

10/14/2026


Updated Oct 14, 2026 - A testing calendar does not replace technical administration, but it can make a business owner’s compliance responsibilities more visible.

10/14/2026


Investment Management Group (IMG) Updated Oct 13, 2026 - U.S. stocks finished little changed as a steady—if mixed—start to bank earnings met a fresh wobble in semiconductors.

10/13/2026


Updated Oct 13, 2026 - A retirement plan is built around eligibility and participation rules, but those rules also create a compliance-testing question: whether the plan is benefiting the employee groups it is designed to serve under applicable requirements.

10/13/2026


Duncan Williams Updated Oct 13, 2026 - Let’s keep sharing the good news!I know many of you are on fall break, but the good news in Memphis doesn’t stop. So we need to keep sharing it FOR MEMPHIS.

10/12/2026


Updated Oct 12, 2026 - During October’s compliance-testing focus, the definition of a highly compensated employee is an important item for business owners to understand at a high level.

10/12/2026


Investment Management Group (IMG) Updated Oct 12, 2026 - Stocks chopped into the close as rising crude and a memory‑chip slump split the tape: the Dow rose, the S&P 500 was little changed, and the Nasdaq slipped, with traders staying cautious ahead of midweek inflation data and the bank-earnings k...

Address

5350 Poplar Avenue Suite 600
Memphis, TN
38119

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19014354250

Website

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