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 - 04/21/25 - Our Latest Thoughts on Tariffs

Weekly Market Update - 04/14/25 - A Concerning Spike in Interest Rates

Weekly Market Update - 04/07/25 - What Could Go Right and What Could Go Wrong

Weekly Market Update - 03/31/25 - Investors Fear Eroding Data

Weekly Market Update - 03/24/25 - Fed Forecasts More Uncertainty

Weekly Market Update - 03/17/25 - Fed Meeting Looms as Equities Slip Into Correction

Weekly Market Update - 03/10/25 - Risk on, RISK OFF

Weekly Market Update - 03/03/25 - Equities Drop in February as Big Tech Leadership Fades

Weekly Market Update - 02/24/25 - Policy Whiplash and Potential Growth Scare

Weekly Market Update - 02/18/25 - Earnings Upside Keeps the Rally Going

Weekly Market Update - 02/10/25 - Jobs Growth Slows, Wages Surge, Tariffs Linger

Weekly Market Update - 01/27/25 - President Trump's Wish For Lower Rates on Hold

Weekly Market Update - 01/21/25 - New President, But Earnings Are Important Too

Weekly Market Update - 01/13/25 - Good News is Bad News as Rates Rise

Weekly Market Update - 01/06/25 - January 2025 Market Drivers