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 - 09/30/24 - Tech Improves in September, But Sector Rotation Intact
Weekly Market Update - 09/23/24 - Fed Lifts Animal Spirits Again
Weekly Market Update - 09/16/24 - Tech Stocks Rally Ahead of Fed Meeting
Weekly Market Update - 09/09/24 - Is September Weakness a Repeat of August?
Weekly Market Update - 09/03/24 - Sector Rotation Drives Summer Gains
Weekly Market Update - 08/26/24 - Fed Removes Uncertainty
Weekly Market Update - 08/19/24 - Effectiveness & Transmission of Monetary Policy
Weekly Market Update - 08/12/24 - Equities Lower In August, But Rallied Off Lows
Weekly Market Update - 08/05/24 - Equity Market Decline Gains Steam
Weekly Market Update - 07/29/24 - Second Quarter GDP Beats Estimates
Weekly Market Update - 07/22/24 - Rotation Away From Tech Continues
Weekly Market Update - 07/15/24 - A Shot Heard Around the World
Weekly Market Update - 07/08/24 - Jobs Report Helps the Fed
Weekly Market Update - 07/01/24 - The Leading Story of the First Half
Weekly Market Update - 06/24/24 - Government Spending Drives Expanding Deficits
Weekly Market Update - 06/17/24 - May Inflation Data Soothes Investors
Weekly Market Update - 06/10/24 - Jobs Surge In May But Unemployment Up To 4%
Weekly Market Update - 06/03/24 - PCE Inflation Confirms CPI Improvement
Weekly Market Update - 05/28/24 - Tech Stocks Drive May Gains
Weekly Market Update - 05/20/24 - Is 40,000 Just A Number?
Weekly Market Update - 05/13/24 - Risk Back On?
Weekly Market Update - 05/06/24 - April Showers Give Way to Early May Gains
Weekly Market Update - 04/29/24 - GDP Growth Slows, Inflation Rises
Weekly Market Update - 04/22/24 - Technology Stocks Roll (Over)
Weekly Market Update - 04/15/24 - Hot Inflation Drives Hot Interest Rates
Weekly Market Update - 04/08/24 - Jobs Growth Acceleration Lifts GDP Outlook
Weekly Market Update - 04/01/24 - S&P 500 Delivers Double-Digit Q1 Returns
Weekly Market Update - 03/25/24 - The Fed Sees More Than a Soft Landing
Weekly Market Update - 03/18/24 - Fed Meets to Set Interest Rate Expectations
Weekly Market Update - 03/11/24 - What if Growth Stocks Stumble?
Weekly Market Update - 03/04/24 - No Whimpers in February
Weekly Market Update - 02/26/24 - Tech Tide Lifts Boats
Weekly Market Update - 02/20/24 - Inflation Uptick Likely Extends Fed Pause
Weekly Market Update - 02/16/24 - Another Week, Another Record High
Weekly Market Update - 02/05/24 - Jobs Slowdown Turns into Job Surge
Weekly Market Update - 01/29/24 - 4Q23 GDP Growth Provides an Upside Suprise
Weekly Market Update - 01/22/24 - Leading Equity Index at New High
Weekly Market Update - 01/16/24 - Yields Fall Despite Inflation Uptick
Weekly Market Update - 01/08/24 - Jobs & Wage Growth Provide Consumer Support
Weekly Market Update - 01/02/24 - Equities Higher, Completing a Bounce-Back Year
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