Dries Wealth Management, Advisor with D A Davidson & Co.

10/07/2026

Aging isn’t easy to navigate alone—and we know how important it is to have a trusted financial advisor. Let us guide you through one of life’s key moments.

10/04/2026

As midterm elections approach, you may be wondering what the outcome could mean for the markets. While political events can create short-term volatility, maintaining a long-term investment strategy remains key.

Read more: https://dadvdsn.co/4rpYbOd

10/03/2026

How long should you keep tax returns, account statements, and other important financial documents?

This guide offers practical tips for organizing and retaining key financial records.

Read more: https://dadvdsn.co/46zSTpQ

10/02/2026

At D.A. Davidson, supporting the communities where we live and work is part of who we are.

From local volunteer efforts to community organizations and charitable initiatives, our associates are encouraged to make a difference beyond the office.

If you're looking for a firm that values community involvement, let's start a conversation.

09/24/2026

Retirement planning isn't just about replacing income. It's also about preparing for the costs that can catch many retirees by surprise, including healthcare expenses.

Read more in this article, and if you'd like to discuss your retirement strategy, let's chat: https://dadvdsn.co/4zDRRpZ

09/24/2026

Special thank you to our Co-CIO James Ragan, CFA for sharing his thought leadership with many of our clients yesterday. James and the Wealth Management Research team are a valuable resource when serving our clients.

09/23/2026

Retirees, mark your calendars for October 14, when the Social Security Administration is expected to announce the 2027 cost-of-living adjustment (COLA). Current estimates suggest the increase could be higher than this year's COLA, though projections may continue to change as new inflation data becomes available.

Due to a midsummer dip in inflation, COLA estimates have dropped.

09/22/2026

Wondering what the Fed's latest rate hike could mean for your wallet? The effects may show up in more places than you think, including credit cards, car loans, mortgages, and savings accounts. This CNBC article provides a clear overview of what may change and why it matters.

The Fed's quarter-point rate hike will impact a range of consumer borrowing and savings costs, including mortgages, credit cards, car loans and deposit rates.

09/19/2026

Creating a budget is one thing. Creating a budget that actually works for your family is another.

Between childcare, healthcare, school activities, and unexpected expenses, family finances often require more flexibility than traditional budgeting advice accounts for. A successful budget starts with a shared plan, realistic expectations, and room for life's surprises.

What's the biggest budgeting challenge your household faces today?

Most family budgets fail in the same way: They look reasonable on paper, hold for about three weeks, then quietly fall apart somewhere between a surprise dentist bill and a school field-trip permission slip. It’s not a discipline problem. Family finances are simply harder to budget than individual...

09/18/2026

D.A. Davidson's Nebraska Wealth Management group recently welcomed Special Agent, Matt Murphy, from the FBI Omaha Field Office to provide insight and best practices in dealing with online scammers, impersonations, unusual payment schemes and much more.

In 2025, the FBI received 1,008,597 complaints that accounted for $20.877 Billion in total losses.

Education and awareness are key initiatives of the FBI and we thank Special Agent Murphy for providing actionable and timely guidance to our clients.