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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
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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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
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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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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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?
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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A Resource to Many and a Woman on the Move
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.
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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 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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