Welcome to Davis Williams Wealth Management
So much depends on a good plan. It’s true of baking a cake, planting a garden, and coaching a Little League team. It’s true of building an addition to your home. It’s true of building a rocket to travel to the moon. A successful retirement life is no different. The key is a good plan.
Did you know, however, that planning for retirement does not have to be rocket science? It can be pretty straightforward. However extraordinary a rocket launch seems, it’s based on immutable laws of gravity, propulsion, mass, and so on. Such laws never change, and so a rocket launch is predictable. Although your retirement is not predictable, it can be engineered through a planning process - a good plan.
We want you to approach retirement feeling confident that your hopes and your wishes, the lifestyle you now enjoy and the dreams you hope to achieve, could soon be a reality.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Is your estate in order? This short quiz may help you assess your overall strategy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential capital gains taxes due on your transactions.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations? Here's three tips.
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learning more about gold, and its history, may help you answer that question.