Secrets to a Joyful Retirement
How the Happiest Retirees Planned Differently—and What You Can Take from It At Davis Capital Management, we’ve seen firsthand what sets the happiest retirees apart. It’s not
How the Happiest Retirees Planned Differently—and What You Can Take from It At Davis Capital Management, we’ve seen firsthand what sets the happiest retirees apart. It’s not
Real Planning Means Customization Generic model portfolios may have worked in simpler times, but they fall short in today’s complex financial environment. Every client brings a d
Every May, interest rates on federal student loans are reset for the upcoming school year. The rates are calculated by combining the yield on the 10-year U.S. Treasury note with an
As our parents grow older, many of us find ourselves stepping into a new role—one that involves helping them navigate the complexities of aging, including their financial well-be
5 Smart Retirement Planning Moves to Make in Your 50s (or Sooner) Retirement may feel like it’s years away—but the truth is, the steps you take today can make all the differenc
5 Smart Retirement Planning Moves to Make in Your 50s (or Sooner) Retirement may feel like it’s years away—but the truth is, the steps you take today can make all the differenc
On April 21, 2025, the U.S. Department of Education announced that it will resume collections on defaulted federal student loans starting May 5, 2025. The federal government hasn&#
Growth highlights over the past decade Ten years ago, economists predicted that China would overtake the U.S. as the world’s top economy. However, a pandemic slowdown
The Social Security Administration (SSA) has announced that effective April 14, some individuals who want to claim Social Security benefits or change their direct deposit account i
