Perspectives

Explore our thought leaders’ latest insights and ideas.

Strategies to Minimize Taxes, Regardless of Your State of Residency

Strategies to Minimize Taxes, Regardless of Your State of Residency

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.
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Diversity in Company Leadership: More Work to Be Done

Diversity in Company Leadership: More Work to Be Done

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.
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Urban Exodus: Americans Heading to the ’Burbs

Urban Exodus: Americans Heading to the ’Burbs

While many Americans have been spending more time in their homes, others are busy relocating to new homes. In fact, the U.S. may be experiencing a new “urban flight” — an increase in the numbers of large-city dwellers escaping to the suburbs.
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Helping Clients Bring Their Legacies to Life

Helping Clients Bring Their Legacies to Life

Trust Officer Adrian Snyder gives insight into the world of trusts, and the importance of staying connected with clients and colleagues.
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Sharing the Love: Ways You Can Give Back, During the Pandemic and After

Sharing the Love: Ways You Can Give Back, During the Pandemic and After

Times of uncertainty are also times to consider how we might support and help others. In the face of the global pandemic, you may be wondering how you can help family members, your community or others.
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Reshaping Your Finances in a COVID-19 World

Reshaping Your Finances in a COVID-19 World

The COVID-19 pandemic, and its unprecedented effect on our lives, points to a need that many of us have avoided or not considered at other times: the need to prepare ourselves financially for the future. We now know, more certainly than ever, that we should have our affairs in order so that we can be ready for any possibility.
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Cybersecurity Awareness: What You and We Can Do

Cybersecurity Awareness: What You and We Can Do

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.
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CARES Act: What It Means for You

CARES Act: What It Means for You

On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law to provide economic support to individuals and businesses affected by COVID-19. While we will receive additional guidance in the coming weeks, here is a brief overview of the key provisions.
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Let Positivity Prevail: Tips for Keeping Negative Thoughts at Bay

Let Positivity Prevail: Tips for Keeping Negative Thoughts at Bay

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.
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Looking to the Future: Do You Have a Plan for Long-Term Care?

Looking to the Future: Do You Have a Plan for Long-Term Care?

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.
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