Minute with an Advisor

Healthcare costs are one of the largest – but most overlooked – expenses in retirement.
Our latest survey reveals why planning a little now can make a big difference later.
Learn more in my latest Minute with an Advisor Video.

When you’re investing, you’re not buying a ticker symbol — you’re buying a piece of a business. It’s not a poker chip; it’s ownership.

That perspective is one of the most important lessons I’ve learned from Warren Buffett.

I was honored to reflect on his extraordinary legacy and long-term investment philosophy in CNN’s recent tribute.

For anyone entering retirement without a spouse or family living nearby, having a detailed plan is critical. Take a look at my latest Minute with an Advisor video to learn how our team at D.A. Davidson can help.

Our latest D.A. Davidson Companies survey found that nearly two-thirds of Americans wish they had a side gig to support their ideal retirement lifestyle. And, of those who already have a side gig in retirement, nearly all of them thoroughly enjoy it.

In my latest Minute with an Advisor video, I explain why having a side gig can be a fulfilling addition to your retirement plan.

While it’s easy to push off planning for the “just in case,” being prepared is always important, no matter your age.

In my latest Minute with an Advisor video, I share three things you can do today to make sure you and your loved ones are protected if tragedy strikes.

This “529 day,” it is more important than ever before for family and friends to take advantage of 529 savings plans for their loved ones’ education expenses.

In my latest Minute with an Advisor video, I share three things you might not know about 529 plans and how they can help you plan for the future.

Money may not be the most romantic topic of conversation for your Valentine’s Day dinner, but talking about finances is one of the healthiest things you can do for your relationship. Whether you’re just thinking about merging your finances or you’ve been married for years, having candid conversations about your viewpoints on money can help avoid conflicts down the road.

In my latest Minute with an Advisor video, I share tips for how couples can navigate these emotional and at times awkward conversations. Watch to learn more.

Are you preparing to resume student loan payments this month? After over three years, the moratorium on federal student loan repayments put in place by the CARES Act is coming to an end.

In my latest Minute with an Advisor video, I share three key steps to take to ensure you stay on track for your financial goals as you resume payments.

Financial fraud attempts are on the rise. According to a recent D.A. Davidson Companies survey, one in five Americans (22%) reported being a victim of financial fraud, and nearly one quarter of Americans (24%) report that a loved one has been a victim. In my latest Minute with an Advisor video, I discuss how these three steps can help protect you and your loved ones:

1. Setting up a passcode on your phone and using a Virtual Private Network.
2. Reviewing your credit report regularly.
3. Working with a financial advisor to set up trusted contacts on your investment accounts.

Did you set a financial planning goal this year? If not, there’s still time, as the holidays offer a great opportunity to have these important conversations with your family. In my latest ‘Minute with an Advisor’ video, I share three critical topics that you can discuss while you’re gathered with your loved ones this time of year.

The National Retail Federation estimates parents will spend $168 more this year than in 2019 on school supplies for an elementary-, middle- or high school-aged student. In my latest ‘Minute with an Advisor’ video, I share tips for maximizing your back-to-school budget by shopping at home first, comparing deals online and delaying purchases when possible to take advantage of sales later in the season.

With the Fed recently announcing its first interest rate hike in four years, you might be wondering how rising rates will impact your personal finances. In my latest ‘Minute with an Advisor’ video, I share three tips for mitigating the impact of rising inflation: Identify unnecessary expenses in your budget, review your debt repayment strategy and speak with a financial professional.

People of all ages grapple with various kinds of debt. Today, I’m sharing 3 tips that prove useful for managing your debt, whether it be from student loans, credit cards, mortgage or other.

In my latest ‘Minute with an Advisor’ video, I discuss three questions that individuals should ask themselves right now to gauge their retirement readiness. See below for my take on how to be prepared for this important next phase of life.

Normally in August I’m helping my daughter pack for her fall semester at college, but with COVID-19 and virtual learning, we had a different type of back-to-school conversation. This extra time at home provided us with the opportunity to discuss her savings and some financial goals for the next year.

Here’s how I spoke to my daughter about savings and budgeting, and some tips for anyone looking to talk to their children about finances. Do you have any other tips for speaking with children on financial planning? Let me know in the comments.