Recent Articles

News and financial tips from Davis Financial
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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How the CARES Act Affects Individuals

How the CARES Act Affects Individuals

Federal student loan and interest payments are automatically deferred until September 30. For individuals who qualify for student loan forgiveness, these skipped payments will count toward their 120 required payments.

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Retirement Planning – 5 Reasons Why You’ll Never Retire

Retirement Planning – 5 Reasons Why You’ll Never Retire

When I ask people how they envision their retirement, especially younger individuals, they struggle with that question. Envisioning retirement can be different for a lot of people. For me, I absolutely love every minute of what I do. I cannot see myself retiring completely, at least not at this point.

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Three Steps to Achieve Financial Independence

Three Steps to Achieve Financial Independence

What’s worse is that eight years after 2026, in 2034, social security is slated to become insolvent. Unless, of course, the government makes another announcement and tells us that the cheese has moved again, and we will be less secure than we thought we were even just a year ago.

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207.  Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm.  BEAM Wealth Advisors, Inc. is a separate entity from Purshe Kaplan Sterling Investments. Joseph Davis, Registered Representative, Aaron Schuler, Jr, Investment Advisor Representative, Beam Wealth Advisors, Inc., Tax services provided by Davis Schuler & Associates, LLC.  Advisory services offered by Beam Wealth Advisors.  Davis Financial LLC, Beam Wealth Advisors, Inc., Davis Schuler & Associates, LLC, and Purshe Kaplan Sterling Investments are separate, unaffiliated entities.