Chris Davidson-Financial Advisor

Social Security Now Expects Shortfall Earlier, in Late 2032 A new tax law, declining fertility and falling immigration are reducing revenue into the retirement trust fund.

Big news for our team at ThriveLife360°!

We’re proud to welcome Charley O’Kelley, CFP™, ChFC, whose 36 years of industry leadership deepen our team’s 100+ years of combined experience, and solidify our joint values of service and client dedication.

This partnership reflects our commitment to thoughtful growth, meaningful relationships, and exceptional client care. As we merge our teams, we’re not just growing — we’re honoring the trust clients place in us every day. 🌱

New Data Shows The Simple Habit That Can Double Americans' Retirement Savings Most Americans already feel behind on retirement, but new data from Northwestern Mutual’s Planning & Progress Study shows the problem is even worse than many realize. According to their research, the average American believes they will need more than $1.4 million dollars to retire comfortably, yet...

Q3 2025 | Earnings Season Dashboard | Week 2 S&P 500 third-quarter EPS growth is tracking at 9.3% year-over-year, with technology leading at +22% and reported companies averaging a 9.7% earnings surprise. The Magnificent Seven are expected to drive nearly 70% of overall EPS growth, while forward estimates have edged up 0.2% in October amid opt...

Economic Crossroads: Jobs, Construction, and Inflation Trends to Watch Long-term unemployment rises, construction slows, and inflation shows signs of normalizing. Chief Economist Jeffrey Roach breaks it all down in this quick macro update.

Global Portfolio Strategy | Solid September, But Shutdown Clouds Start of October Markets defied seasonal trends in September, with equities and bonds both advancing amid optimism over Fed rate cuts. Despite signs of economic cooling, strong earnings, AI momentum, and policy clarity supported investor sentiment.

Fiber Optics vs. Data Centers: Dotcom and AI Comparisons LPL Research examines similarities of valuations, market concentration, and capex financing between the late 1990s and today.

Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 1, 2025 The U.S. government shutdown is likely to be short-lived with minimal sustained impact on the economy or stock market, as history suggests that such shutdowns are typically brief and driven by political posturing. Investors are advised to focus on fundamental drivers of the economy and stock market,...