Perspectives

Explore our thought leaders’ latest insights and ideas.

The Changing Shape of How We Shop: 2019 and Beyond

The Changing Shape of How We Shop: 2019 and Beyond

Throughout 2019, the U.S. consumer has remained the strongest part of the global economy. Yet, despite solid consumer spending, retail companies continue to face challenges.
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A Resource to Many and a Woman on the Move

A Resource to Many and a Woman on the Move

Carmen Gary, Chief Operating Officer for Wealth Management, offers a peek inside her day and some solid advice to women looking to start a career in financial services.
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New Retail? Consumers Enjoying Surge in Private Label Brands

New Retail? Consumers Enjoying Surge in Private Label Brands

As you scroll through goods on Amazon or stroll through another favorite store, you may notice an increase in the number of products with short names, plain packaging and little embellishment...Enter private label brands.
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The ABCs of ESG: Evaluating the Environmental Practices of a Company

The ABCs of ESG: Evaluating the Environmental Practices of a Company

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...
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Why You May Need a Trust, Regardless of Your Age or Net Worth

Why You May Need a Trust, Regardless of Your Age or Net Worth

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.
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Tips for Decluttering: The Life-Changing Magic of Cleaning Up Your Financial Documents

Tips for Decluttering: The Life-Changing Magic of Cleaning Up Your Financial Documents

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.
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Volunteering: As Good for You as for Your Community

Volunteering: As Good for You as for Your Community

Having trouble fitting volunteer work into your busy life? It may help to know that while spending your time in community service is viewed predominantly as a selfless activity, volunteering may be just as good for you as it is for your community and the cause you are helping.
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Of the Many Paths to Retirement, Affluent Americans Continue to Trust the Human Touch

Of the Many Paths to Retirement, Affluent Americans Continue to Trust the Human Touch

When it comes to good financial habits, such as saving early and creating a solid financial plan, who’s leading the pack? The answer might surprise you. A new D.A. Davidson survey of over 1,000 affluent Americans reveals significant insights.
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Strengthening Your Financial Health Through an HSA

Strengthening Your Financial Health Through an HSA

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.
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12 Tips for Planning Your Dream Trip

12 Tips for Planning Your Dream Trip

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.
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