Perspectives

Trust Officer Adrian Snyder gives insight into the world of trusts, and the importance of staying connected with clients and colleagues.

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.

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.

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.

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.

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.

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.

As volatility continues amidst coronavirus concerns, our Wealth Management Research team reminds us to stay calm and seek opportunities.

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.

Carmen Gary, Senior Vice President, Chief of Staff, offers a peek inside her day and some solid advice to women looking to start a career in financial services.