Individual Portfolio Management
Individual portfolio management is an important part of our practice. The types of investment vehicles used include common stocks, bonds, preferred stocks, Real Estate Investment Trusts (REITs), time-tested quality mutual funds managed by American Funds, and managed portfolios of index funds. Generating income through dividends and interest payments is important to our investment process as we have learned over time that "dividends do not lie."
We have two primary types of relationships, Advisory and Brokerage. A summary of both services is detailed below:
Advisory: Our team provides monitoring of overall market trends, economic conditions and investment performance from quarter to quarter and makes adjustments to your portfolio as needed. We have a committed team of investment professionals who are dedicated to daily monitoring of market activity.
Brokerage: As part of our service model, our team may conduct periodic reviews of client portfolios in order to respond to client circumstances, needs, or goals. We are dedicated to customizing services to your needs through engaging an outstanding team of support professionals and utilizing up-to-date technology to guide your financial progress.
Retirement Planning
The shift in demographic trends has driven our development and focus on the retirement planning space. As we age, and have worked hard to accumulate assets, we need to ensure we have enough to sustain our vision for ourselves, our families, and our community. Retirement planning includes the review of qualified retirement plans such as 401(k)s, 403(b)s, IRAs, pensions, as well as Social Security benefits. Our primary goal is to grow retirement assets as prudently as possible during the accumulation phase and then to position these assets to generate income in the distribution phase to fund retirement.
Comprehensive Wealth Planning
Comprehensive wealth planning includes the utilization of financial planning software, Social Security benefits analysis, and estate planning guidance and reviews. During this process, our clients are able to visualize and define their ideal retirement, from which we design a tailored wealth plan to put the action steps in place to ensure these goals are met. Through the resources available to us at D.A. Davidson, we are able to provide complimentary access to a wide range of professional resources including tax and estate planning attorneys, financial planners, insurance specialists, trust services, and retirement benefits experts.
Weekly Market Update - 9/18/23 - Federal Reserve Meeting Expectation and Anthoer Budge Battle
Weekly Market Update - 9/11/23 - September Is Often A Weak Month For Equities
Weekly Market Update - 9/05/23 - A "Goldilocks" Jobs Report
Weekly Market Update - 8/28/23 - No Suprises at Jackson Hole
Weekly Market Update - 8/21/23 - Jackson Hole to Grab Spotlight
Weekly Market Update - 8/14/23 - Elevated Interest Rates Weigh on Equities
Weekly Market Update - 8/07/23 - Jobs Growth Slows, Wages Higher
Weekly Market Update - 7/31/23 - Business Investment Drives GDP Upside
Weekly Market Update - 7/24/23 - Fed Meeting, GDP Report, and Earnings Ahead
Weekly Market Update - 7/17/23 - Inflation Improves But The Job's Not Finished
Weekly Market Update - 7/10/23 - Jobs Gains Point to Higher Interest Rates
Weekly Market Update - 7/03/23 - Equities Navigate Challenges; Post Strong First Half
Weekly Market Update - 6/26/23 - Equities Take a Breather After Multi-Week Gains
Weekly Market Update - 6/20/23 - Fed Pause Comes With A Caveat
Weekly Market Update - 6/12/23 - Are We Really in a New Bull Market?
Weekly Market Update - 6/05/23 - Jobs Gains & Debt Deal Lift Spirits
Weekly Market Update - 5/30/23 - Technology Rally Lifts S&P 500 to New 2023 Highs
Weekly Market Update - 5/22/23 - Negotiations Continue as Debt Ceiling Deadline Nears
Weekly Market Update - 5/15/23 - Range-Bound Market and Narrow Leadership
Weekly Market Update - 5/08/23 - Labor Market Resilient While Fed Hikes
Weekly Market Update - 5/01/23 - GDP Misses Final Estimates; Don't Blame Consumers
Weekly Market Update - 4/24/23 - Mixed Economic Signals Keep Markets on Edge
Weekly Market Update - 4/17/23 - Equities Hold YTD Gains as Earnings begin
Weekly Market Update - 4/10/23 - Healthy Jobs Market Moderating
Weekly Market Update - 4/03/23 - Equities Deliver Strong Quarterly Gains
Weekly Market Update - 3/27/23 - Fed Hikes Rates Again, Future Path Uncertain
Weekly Market Update - 3/20/23 - Making the Case for a Fed Pause
Weekly Market Update - 3/13/23 - Fed Response Calms Immediate Market Fears
Weekly Market Update - 3/06/23 - Market Gains Reflect Positive Sentiment
Weekly Market Update - 2/27/23 - January Consumer Data Stays Hot
Weekly Market Update - 2/21/23 - Updated 2023 Recession Watch
Weekly Market Update - 2/13/23 - Interest Rates Trend Higher After Three Months of Declines
Weekly Market Update - 2/06/23 - Huge January Jobs Gains Create Market Uncertainty
Weekly Market Update - 1/30/23 - 4Q22 GDP Growth Not as Strong as it Appears
Weekly Market Update - 1/23/23 - Retail Sales Reflect Consumer Challenges
Weekly Market Update - 1/17/23 - Fed is Likely Happy With Recent Inflation Trends
Weekly Market Update - 1/9/2023 - December Jobs Report Looks Good
Weekly Market Update - 1/3/23 - S&P Index Posts its Weakest Year Since 2008
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