Perspectives & Insights Article

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.

As COVID-related office closures extend beyond their initial expected lives, both employers and employees have learned to embrace the concept of Work from Anywhere: a new reality where as long as an employee has internet and cell service, work can be done.

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.

With the advent of YouTube and other video sites, new methods of instruction have developed, and the amount of knowledge being shared on platforms is enormous. What does this mean for the future of learning?

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?

You probably selected your state of residency based on several factors, such as where you grew up, proximity to family or friends, climate and/or the location of your job. A factor you may not have taken into account is the financial impact that comes with your decision to reside in a particular state.

The rapid growth of environmental, social and governance (ESG) investing over the past decade has been a galvanizing force in making companies consider the interests of all “stakeholders” in their business decisions, rather than only shareholder interests.