Perspectives & Insights Article

As the threat of cybercrime grows, your digital safety has never been more critical than during these volatile times. Our work at D.A. Davidson is centered on protecting your financial assets, securing all personal information and ensuring your privacy is maintained. Here we share information about our work to protect you as well as tips for safeguarding your information at home.

Are you struggling with negative thoughts or anxiety? With our collective worlds shaken by current events, many of us are struggling to keep from ruminating on negative thoughts. The good news: Research shows several practices can provide powerful stress and anxiety relief.

While we don’t know what the future may bring, we can plan for the possibilities. For many of us, this includes acknowledging that we may need extra assistance down the line, in the form of long-term care.

Carmen Gary, Senior Vice President, Chief of Staff, offers a peek inside her day and some solid advice to women looking to start a career in financial services.

The carbon footprint of a company factors heavily into its Environmental rating — both the amount of carbon generated as a result of a company’s operations, as well as the carbon impact of the company’s finished goods or services...

You have worked hard to accumulate your wealth and, through thoughtful planning, you can also determine how it is distributed once you are gone. There are multiple reasons why a trust may be a good option for you.

Do you know where all of your financial documents are? If you are like many of us, you are engulfed in a flood of bills, tax forms, account statements and other financial documents, and may not know where everything is. That means it’s time to sort, simplify and organize, especially if you are just around the corner from retirement.

Is it possible to save for both medical bills and retirement? According to a 2018 Employee Benefit Research Institute report, a 65-year-old couple, both with median prescription drug expenses, may need an estimated $296,000 in savings to have a 90% chance of having sufficient funds for healthcare expenses in retirement. Since healthcare expenses have historically risen faster than the cost of living, having a plan to cover these future expenses is critical.

You want to plan for the international trip of a lifetime, the one that has lingered on your bucket list. Now that it’s time to turn your dream into a reality, how do you get started? Especially if you haven’t traveled extensively, your to-do list may feel overwhelming. Although each person’s list will be as unique as their destination, our checklist can serve as a guide.

Did you know that you can take several steps to help yourself steer clear of being a potential victim of financial fraud? By adding a “trusted contact” to your investment accounts, you can help ensure that your financial advisor has the tools to help you if it becomes necessary.