Heavens Peak Wealth Management
Advisors with D.A. Davidson & Co.
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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 - 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 Weekly Market Update - 12/27/22 - Value Stocks Outperform in 2022 Weekly Market Update - 12/19/22 - Fourth Quarter Equity Rally Loses Steam Weekly Market Update - 12/12/22 - Expect a 0.50% Interest Rate Hike at 2022's Fed Final Fed Meeting Weekly Market Update - 12/5/22 - Moderating November Jobs Gains; Post-Pandemic Labor Market Changes Weekly Market Update - 11/28/22 - An Important Week of Data Starts with Health Holiday Spending Weekly Market Update - 11/21/22 - Despite Recent Strength, 2023 Recession Debate is Real Weekly Market Update - 11/14/22 - Equity Markets Predict Peak Inflation Weekly Market Update - 11/7/22 - Mixed Jobs Data Not Enough For The Fed Weekly Market Update - 10/24/2022 - Short-Term Equity Rally Could Continue Weekly Market Update - 10/17/22 - September CPI Data = More Rate Hikes Market & Economic Outlook - 10/15/22: October Update: The Storm Before The Calm Weekly Market Update - 10/10/22: Jobs and Wages Slow, But More Rate Hikes Expected Weekly Market Update - 10/3/22: Cautious Outlook Entering Q4 |