Waite, Troyer & Martinez Wealth Mgmt, Financial Advisors with D A Davidson

08/13/2026

08/13/2026

Another chapter of your life is waiting to begin—lean on one of our trusted financial advisors during this life transition, during this key life moment.

08/05/2026

Whether you’re adding a new member to your family, or figuring the ins and outs to a blended household, chances are you need a financial advisor. Let us help you navigate this important key life moment.

Whether you’re adding a new member to your family, or figuring the ...

07/28/2026

Life doesn’t stand still, and neither should your life insurance.

From career changes to growing families, major life events can dramatically shift your coverage needs. This insightful piece outlines the key moments when reviewing your life insurance policy isn’t just smart—it’s essential.

Whether you're newly married, starting a business, or entering retirement, make sure your policy still protects what matters most.

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07/20/2026

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your future. https://dadvdsn.co/3P7o2LH

07/16/2026

Financial planning isn’t just about having a plan on paper—it’s about what that plan helps support over time.

The real value often comes from the guidance, perspective, and ongoing conversations that help you make decisions as life changes. Planning isn’t static, and neither are the goals and priorities that come with it.

If you’ve ever wondered how financial planning fits into everyday decisions, this is a helpful perspective: https://dadvdsn.co/4e8CRs7

07/15/2026

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Here's a breakdown of how Trump Accounts work, who qualifies for free money and when the funds can be withdrawn.

07/09/2026

From deepfake videos to highly convincing messages, AI is changing how scams show up in everyday life.

When something doesn’t feel right, pause and verify the source before taking action.

Get practical tips to help you stay one step ahead: https://dadvdsn.co/4eqbee4

07/02/2026

America’s 250th anniversary is a reminder of how much has changed, especially when it comes to the cost of living. From housing to healthcare, today’s expenses look very different than they did 50 years ago. Take a look at this fun comparison from Kiplinger –

What inflation-related expense has surprised you the most over the years?

Unpack the Semiquincentennial sticker shock by comparing the modern economy to the simple days of Casey Kasem countdowns and affordable living in 1976.

06/25/2026

This Independence Day, it's interesting to see how much financial wisdom from America's Founding Fathers still applies today. From living within your means to understanding the power of compounding, some principles never go out of style.

As we celebrate America's independence, work toward financial independence by following these timeless money management tips from America’s founding fathers.