Perspectives & Insights Article

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.

The widespread adoption of wearable technology has led to an explosion of information available to better track and treat health conditions. This is making our healthcare system smarter by providing medical and insurance providers more detailed information about patients, and it’s helping spawn new industries such as personalized fitness and medicine.

Our recent #GivingTuesday collaboration gave us an opportunity to sit down with Ellie Hollander, President and CEO of Meals on Wheels America, where we discussed Meals on Wheels’ great work and the importance of incorporating charitable giving into your wealth plan.

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.

D.A. Davidson’s annual The Herd highlights 100 of the top private technology companies in the United States. Ranging from rising startups to late-stage funded giants, companies in The Herd stand out for their exciting innovation, growth and market positioning.

For many of us, a child’s college education is the largest single expenditure in our yearly budget. Whether you are the parent of an infant or a teenager, by considering your options now, you can get a head start on saving for your child’s future. While no investment strategy is right for everyone, there are several approaches geared specifically toward education saving.

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.

Relative to the volatility of equity markets, most fixed income investors prefer their portfolios to be comparatively… boring. Davidson Investment Advisors examines rising interest rates and gives insight on how they seek to position and manage bond portfolios in this environment.