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.
View More
Blog
Strategies to Minimize Taxes, Regardless of Your State of Residency
September 21, 2020Strengthening Your Financial Health Through an HSA
June 5, 2019
Is it possible to save for both medical bills and retirement? According to a 2018 Employee Benefit Research Institute report,1 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.
View More
Keep Your Brain from Retiring When You Do
March 11, 2019
When you think of your retirement, what do you picture? Relaxing in a warm location, traveling the world, or spending time with loved ones? While those are all valuable, a retirement activity you may not have considered is staying mentally active.
View More
WM Research Video: December Weakness, Post-Christmas Rally, Near-term Caution
January 10, 2019
In this brief video, D.A. Davidson Wealth Management Research offers their unique perspective on the issues, trends and events that shape our markets and our economy.
View More
2019 Market Outlook
January 3, 2019
The Wealth Management Research team summarizes the market and economic environment and its outlook for the future.
View More
2018 Investment Summit- Market Perspective
December 18, 2018
The result from the December meeting was a 2019 outlook that we would characterize as modestly positive with market risks rising.
View More
The Financial Planning Process: a journey as important as the destination
December 12, 2018
When you begin considering a vacation, you might open a mapping app and start calculating the best route to your destination. As you plan your trip, you may search for restaurants, stores or entertainment along the way. The planning instills a sense of excitement and becomes an integral part of the journey itself.
View More
Embracing Volatility
March 29, 2018 Embracing Volatility Return Matthew Griffith, CFA, Senior Research Analyst If I were a business journalist, this is the type of market environment that would make me the most excited to come to work each day. Just four weeks ago, a headline from Reuters read “Rising rents, healthcare costs boost underlying U.S. inflation.”1 I am not sure if any of our clients read the article?—?I know I did not. Sure, the headline gets the job done, but it is likely that,
View More
What Investors Should Know About the Tax Cuts and Jobs Act
February 14, 2018 What Investors Should Know About the Tax Cuts and Jobs Act Return The new Tax Cuts and Jobs Act (TCJA), signed into law in late 2017, makes extensive tax law changes that affect individuals, businesses and corporations. Following is a summary of key changes and other important information. Individual income tax rates The new tax law will retain seven ordinary income tax brackets. 2017 law: 10%, 15%, 25%, 28%, 33%, 35% and 39.6%. 2018 TCJA law: 10%, 12%, 22%, 24%, 32%, 35%
View More
6 Social Security Strategies and Lesser Known Facts
December 15, 2017
Giving Back Can Be the Best Reward Return Get to know Andrew Crowell, Vice Chairman, Individual Investor Group Doing work that matters: Andrew Crowell shares his biggest motivator and other tips learned throughout his successful career in finance. 1. Your family has deep roots in the investment business, and yet you started your career elsewhere. Can you tell us about that decision? I spent most of my junior year as an undergraduate in France’s Loire Valley before atten
View More