Perspectives & Insights Article

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.

Taking time to vet your favorite organizations can help you ensure your money will make a meaningful difference and that your donations will be tax-deductible.

Academics and experts agree: A solid financial education provides important tools for successfully navigating the sometimes-complex matters that we all face in adulthood. But are young people gaining the knowledge that can help them make critical financial decisions?

Trust Officer Adrian Snyder gives insight into the world of trusts, and the importance of staying connected with clients and colleagues.

Times of uncertainty are times to consider how we might support and help others. You may be wondering how you can help your community.