Perspectives

Explore our thought leaders’ latest insights and ideas.

Archive by category: Wealth PlanningReturn
Leaving a Lasting Legacy: The Importance of Legacy Planning for Farmers

Leaving a Lasting Legacy: The Importance of Legacy Planning for Farmers

As a farmer, you know the importance of planning and preparation. Your daily work involves carefully considering the needs of your land, crops and animals, and making sure that everything is in place for a successful harvest. But what about your own future and the future of your farm?
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D.A. Davidson Survey Finds That Two-Thirds of Americans Do Not Have an Estate Plan

D.A. Davidson Survey Finds That Two-Thirds of Americans Do Not Have an Estate Plan

Did you know that only one in three American adults has an estate plan, and of those who do have one, 20% have not updated it in the last five years? Read on for tips on how you can create a thorough plan that works for you.
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Why You Should Regularly Review Your Financial and Estate Documents

Why You Should Regularly Review Your Financial and Estate Documents

As life changes, so do federal and state estate tax laws, and your financial situation. Here are four reasons why you should regularly review your financial and estate documents.
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Budgeting for Inflation

Budgeting for Inflation

Over the past 15 months, many Americans have cut back on discretionary spending and prioritized saving for their long-term future. It is important to know that steps you take now to combat inflation can have a significant impact on your savings down the line.
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What to Do When You Lose a Loved One: Actions to Take

What to Do When You Lose a Loved One: Actions to Take

Losing someone close to you can be extremely difficult—and even more overwhelming—if you are responsible for funeral arrangements and settling personal affairs. We provide a useful checklist to get you headed in the right direction.
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5 Steps for Dealing with Market Volatility: Stay the Course

5 Steps for Dealing with Market Volatility: Stay the Course

Market fluctuations can be unsettling and prompt all of us to begin questioning our investment decisions. Throughout the markets’ ups and downs, here are five key points to keep in mind when investing for the long term.
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If Not Now, When? The Importance of Having a Will

If Not Now, When? The Importance of Having a Will

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your future.
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Thinking About Selling Your Business? 5 Questions to Ask Yourself First

Thinking About Selling Your Business? 5 Questions to Ask Yourself First

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.
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Confessions of a First-Time Investor

Confessions of a First-Time Investor

Investing? There is no time too early (or too late) to start. One new investor shares her experiences.
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Investing for College: It’s Closer Than It Seems

Investing for College: It’s Closer Than It Seems

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.
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