Perspectives

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.

How much do you know about dividends? Our Wealth Management Research team breaks down how to use dividends to upgrade quality and augment long-term returns.

2022 has been a difficult year for investors, especially in U.S. equity markets. Are we in a recession? What does the current environment mean for companies and investors?

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.

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.

With the global market share for electric vehicles doubling in 2021, millions of auto owners are now making the switch to plug-in cars. When considering which type of vehicle to purchase, it is important to take into account your personal priorities and driving habits.

Cybersecurity is everyone’s responsibility to help protect information. By following these four simple tips, staying up-to-date on best practices, and practicing common sense, you can help keep yourself and your family cyber secure.

Retirement planning can be stressful even in the best of times. With so many factors and moving parts to consider, how do you determine what’s right for you? Read on for five current day issues that can play into your retirement decisions.

In recognition of Women’s History Month, meet five of our outstanding professionals who share their insights on working in the financial industry and the support they receive from D.A. Davidson.

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.