Recent Articles

News and financial tips from Davis Financial
Stick to the Plan

Stick to the Plan

Having a long-term financial plan gives your logic a leg up over your emotions during times of market volatility.

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Three Things Investors Should be Doing Right Now

Three Things Investors Should be Doing Right Now

Looking back at the history of stock markets, a correction should be no surprise. If you stay in the market long enough, you will most likely see more. For long-term investors, these corrections can be an opportunity to make additional investments at reduced prices.

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Davis Financial LLC

A fee-based financial planning firm servicing Ogden, Utah. We strive to understand your goals, help you manage your retirement planning, guide your overall wealth strategy and help minimize your tax liability through a long-term and trustworthy relationship.

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Securities offered through Securities America, Inc., Member FINRA/SIPC. Joseph Davis, Registered Representative. Tax services provided by Davis Tax & Associates. Advisory services offered by Beam Asset Management. Joseph Davis, Investment Advisor Representative. Davis Financial LLC, Beam Asset Management, Davis Tax & Associates, Fit Divorce Planning and Securities America, Inc. are separate, unaffiliated entities. CA Insurance Lic. #0I00447.