Davidson Blog

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Articles and insights from Davidson Capital Management on investing, retirement, taxes, and the markets.

Post-Retirement Investing: How to Help Extend the Life of Your Savings

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....

Enhance your financial literacy by better understanding investing jargon and empower yourself to greater financial confidence.

Understand Investing Jargon for Greater Financial Success

Financial education is important and understanding investing jargon is key to developing a portfolio that helps you meet your financial goals....
Discover why it's essential to stay in the market even when it's volatile. Learn how maintaining a long-term perspective can help protect your financial future.

Mastering the Long Game: Why You Should Stay in the Market Even When It’s Volatile

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....
Learn about various investment account options for college savings, including 529 plans, Coverdell ESAs, custodial accounts, and Roth IRAs.

Investment Account Options for College Savings

Explore investment account options for college savings, including 529 plans, Coverdell ESAs, custodial accounts, Roth IRAs, and traditional savings accounts....
Discover the growing trend of financial advisors becoming RIAs and learn important questions to ask an RIA so your interests are protected.

Beware the New Breed of Registered Investment Advisory Firms: Financial Advisors in Disguise

Are you considering a Registered Investment Advisor? Our article shares potential pitfalls and important questions to ask an RIA before making a decision....
Discover the key differences between an RIA or financial advisor to make an informed choice for your financial future.

Important Distinctions Between ‘Registered Investment Advisors’ and ‘Financial Advisors’

Confused about choosing an RIA or financial advisor? Our article breaks down their unique focuses, services, and responsibilities to help you decide....

Maximizing 529 Plans: What Families Should Know This Year

Planning for a child’s education is one of the biggest...

Smart Strategies for Managing Education Costs in 2025

Education is one of the largest financial commitments many families...

How to Incorporate Risk Management Into Your Financial Plan

No matter how detailed your financial plan is, one thing...

Adjusting Your Financial Plan to Stay on Track in 2025

As the financial landscape continues to shift in 2025, staying...

Conducting a Mid-Year Financial Review: What to Look For

The halfway point of the year tends to sneak up...

Legacy Planning: Passing Wealth with Purpose

When most people think about legacy planning, they focus on...

Five Steps to Simplify Your Estate Planning Process

Let’s be honest, estate planning often gets pushed aside, buried...

Creating a Sustainable Withdrawal Strategy for Retirement

When it comes to retirement, one of the most common...

How SECURE Act 2.0 Updates Could Impact Your Retirement Plan

Passed in late 2022, the SECURE Act 2.0—short for Setting...

Navigating Market Volatility: Long-Term Strategies for Investors

Imagine you’re on a roller coaster: the sudden drops can...

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