Perspectives & Insights Article

Market fluctuations can be unsettling and prompt all of us to begin questioning our investment decisions. Throughout the markets’ ups and downs, here are five key points to keep in mind when investing for the long term.

D.A. Davidson is a proud partner of professional golfer Scott “Gootch” Gutschewski. We caught up with him to chat about his golf experiences and more.

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your future.

At some point, every business owner will inevitably wonder what a sale of their business would look like. Here are five important questions to ask before a sale happens.

Many of us struggle with the execution of long-range goals. Although we may understand that they are important, often they are not very urgent…so they are moved to the back of the list and suffer from lack of good, early execution. The first step is to embrace the planning process.

If you are changing employers or find yourself unexpectedly unemployed, your financial plan can change dramatically, and you need to consider what to do with the assets in your 401(k) or other employer-sponsored retirement savings plan. Decisions made now can greatly impact your financial condition upon retirement, so it is important to research your options and understand the merits of each choice.

Leaving the workforce and retiring is both an exciting time and one of stress — creating a number of questions and concerns. As with any major life change, planning ahead can enhance the outcome of your long-awaited move to retirement.

Although measures of inflation remain low, markets and financial commentators presume that may be changing soon. Davidson Investment Advisors breaks down the impacts of inflation on both the equity and bond markets, and what it means for investors.

Are you prepared for the unexpected? Gathering key documents in advance can go a long way toward reducing problems for you if an unforeseen disaster ever strikes. Because many disasters give little or no warning, it is important to take the time to prepare now — saving time, money and heartache in the event of an emergency.

Our investment team outlines 12 trends to watch for in the coming year.