D.A. Davidson
A Resource to Many and a Woman on the Move
Get to know Carmen Gary, Senior Vice President, Chief of Staff, D.A. Davidson Companies. Carmen offers a peek inside her…
Market & Economic Outlook 2020 – April Update: It’s a COVID-19 Market
The S&P 500 index dropped 19.6%, including dividends, in the first quarter of 2020 as the global coronavirus (COVID-19) pandemic…
Why You May Need a Trust, Regardless of Your Age or Net Worth
You have worked hard to accumulate your wealth and, through thoughtful planning, you can also determine how it is distributed…
The Coronavirus Correction: Headwinds Will Pass, Stay Invested
[caption id="attachment_110897" align="aligncenter" width="772"] Morsa Images/DigitalVision/Getty Images[/caption] The global equity rally came to an abrupt stop over…
Making the Switch to D.A. Davidson
Brandon Brown honed his skills as a financial advisor during a 20-year stint with Merrill Lynch in the firm’s Colorado…
The Ultimate Chart for Tax Season
Clients look to you as a source for accurate, reliable information that can help them to navigate all the complexities…
D.A. Davidson Expanding: Firm Attracting Advisors Nationwide
Regional firm ends fiscal year with strong growth trajectory
What you Need to Know About Reg BI
[ad_within_article] We all know that Regulation Best Interest (or Reg BI) will have a major impact on the financial industry.…
Scott Witeby Joins D.A. Davidson as Chief Financial Officer
D.A. Davidson has announced that Scott Witeby, a senior executive with extensive experience in the financial services industry, has been named the company’s chief financial officer and a member of D.A. Davidson’s executive leadership team.
Social Security Survivors Benefits: A Reference Guide
To help you provide accurate answers to your clients’ Social Security questions, here is a concise reference guide to survivor benefits.
Special Needs Clients: Foundation of Support
While all parents are concerned for their children’s well-being, parents of children with special needs face additional challenges in planning for that person’s long-term care and financial support. Early planning and extra consideration can help alleviate fears and produce a strategy that reduces stress.
