Davidson, Maneri & Associates

08/26/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

08/11/2026

Happy Birthday, Henry D!
Wishing you a wonderful day filled with happiness, good health, and joy. We hope you take time to celebrate and enjoy the things that make you smile today and throughout the year ahead. Best wishes for a fantastic birthday!

07/27/2026

Welcome back, Ginny! It looks like she had an incredible time exploring Sevierville, Tennessee, and taking in the breathtaking beauty of the Great Smoky Mountains. One of the most exciting highlights of her trip? Spotting bears right from the parking lot—talk about a memorable wildlife encounter! We're happy to report that the bears graciously allowed her to make it back to Davidson, Maneri & Associates in one piece.

07/20/2026

Happy Birthday, Anthony! Another trip around the sun—wishing you a fantastic day filled with all the things that make you happy and keep you smiling. You truly deserve nothing but the best. Enjoy every moment of your special day!

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

06/21/2026

Happy Father’s Day to all the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day filled with appreciation and special moments with those who matter most.

06/03/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/12/2026

Congratulations to Anthony and Dana’s son, Jake Maneri. In addition to achieving a Master’s in Financial Planning from the University of Georgia this year, he also obtained the rigorous CFP®️ certification - a true reflection of Jake’s dedication and hard work. It looks like the financial planning industry is gaining another Maneri—so clients, take note! Wishing Jake continued success and all the best as he begins this exciting new chapter in his career.