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

10/25/2026

Has Walmart gotten too expensive?

Michael Baker, Managing Director and Senior Research Analyst at D.A. Davidson, joins CNBC to talk Walmart’s recent expansion areas, its valuation compared to other retailers, risks to the stock, and more.

Michael Baker, Managing Director and Senior Research Analyst at D.A. Davidson, joins 'Closing Bell Overtime' to talk Walmart's recent expansion areas, its valuation compared to other retailers, risks to the stock, and more.

10/24/2026

📣 Social Security Announces 3.6 Percent Benefit Increase for 2027 📣

The Social Security Administration recently announced a 3.6% cost-of-living adjustment (COLA) for 2027—the highest in four years. Changes like these can have a meaningful impact on your retirement income plan.

Read more about the change and what it may mean for retirees: https://dadvdsn.co/3VUiAPP

10/23/2026

When it comes to debt, simple labels like "good" and "bad" don't always tell the whole story. The key is understanding whether it's supporting your goals or creating obstacles. This article offers a helpful framework for thinking about debt through a financial planning lens.

Mortgages and student loans are often called "good debt." Experts say that label can hide the real question: Can you actually afford the risk?

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.