If you’re looking to make a meaningful impact and explore smart financial strategies, learning how to give shares of stock to charity could be an approach to consider. Not only does donating stock benefit the charitable organization you support, but it also allows you to leverage tax advantages, making it a win-win for both you

At Davidson Capital Management, we’ve been in business for more than 30 years, and we’ve seen that one of the most critical mistakes you can make is putting your finances on autopilot after you retire. Is it tempting to take a break from strategizing once you leave the workforce? Sure. However, if you want to

Financial education is important and understanding investing jargon is key to developing a portfolio that helps you meet your financial goals.

Feeling anxious about market swings? Find out why it's important to stay in the market even when it's volatile and how it can lead to more long-term success.

Explore investment account options for college savings, including 529 plans, Coverdell ESAs, custodial accounts, Roth IRAs, and traditional savings accounts.

Are you considering a Registered Investment Advisor? Our article shares potential pitfalls and important questions to ask an RIA before making a decision.