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

07/31/2026

Collectibles are making headlines, from luxury watches and fine art to classic cars and even dinosaur fossils. But beyond the record-breaking auction prices, the bigger question for investors is whether alternative assets have a role in a diversified wealth strategy.

As your wealth grows and your goals evolve, it's worth considering how different asset classes may fit into your overall financial picture.

➡️ Do you view collectibles as a passion purchase, an investment opportunity, or both?

The major auction houses racked up nearly $10 billion in sales in the first half, marking one of the strongest-ever starts to the year.

07/30/2026

Investors are closely watching interest rates, inflation trends, and this week’s Federal Reserve meeting alongside a busy earnings calendar. This week’s research update reviews key market developments and economic data.

https://dadvdsn.co/4bf5y4j

07/29/2026

Travel plans often focus on destinations, itineraries, and reservations. But a little preparation at home can be just as important.

Is your estate plan prepared if an unexpected situation were to arise while you're away?

Here are a few practical steps to take before you travel—just in case: https://dadvdsn.co/44uq1ON

07/26/2026

What would you do if you suddenly received a financial windfall?

Whether it comes from an inheritance, business sale, or other unexpected event, taking time to evaluate your options can make a meaningful difference.

Explore key considerations in this article: https://dadvdsn.co/3S9a9Ow

07/25/2026

For many entrepreneurs, a business sale represents the culmination of years of hard work. Understanding the financial, tax, and planning implications before you sell can help you make more informed decisions.

Learn more: https://dadvdsn.co/45c0ZEf

07/24/2026

Artificial intelligence is becoming an increasingly important part of the enterprise software landscape. Gil Luria, Managing Director, Head of Technology Research with D.A. Davidson, discusses how AI is reshaping software platforms, highlights companies with strong AI exposure, and shares his perspective on the outlook for the sector. Watch the full segment on Fox Business' Making Money.

DA Davidson managing director Gil Luria discusses his outlook on the software market on 'Making Money.'

07/13/2026

Sending a child to college comes with plenty of preparation. One important step often gets overlooked.

Once a student turns 18, parents may no longer have automatic access to medical information or the ability to assist with certain financial matters.

Understanding how a Power of Attorney works can help families prepare for the unexpected before move-in day.

07/12/2026

Trump Accounts officially launched on July 4. Designed to help children build long-term savings, these accounts offer a one-time $1,000 government contribution for eligible children born between 2025 and 2028, along with opportunities for additional family contributions.

As with any savings strategy, it's important to understand how these accounts fit alongside other options. This CNBC article provides a helpful overview of how the accounts work and who may qualify.

Wondering if a Trump Account is right for your family? Let's talk.

Here's a breakdown of how Trump Accounts work, who qualifies for free money and when the funds can be withdrawn.

07/11/2026

Staying focused on the fundamentals can be especially important during periods of market volatility.

In this quarter's market commentary, James Ragan, reviews the rebound in U.S. equities, highlights key economic trends, and discusses what investors may be watching as the third quarter gets underway.

Watch the full commentary for additional insights.

In this market commentary video, James Ragan, discusses the strong ...

06/24/2026

Market Insights with our very own James Ragan.

https://bit.ly/4oNPSKM

In this market commentary video, James Ragan, CFA, Director of Inve...