Medicare Open Enrollment for 2021 Begins October 15
The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan cos
At Davis Capital Management, we operate under a fiduciary standard—meaning we are legally and ethically obligated to act in your best interest. Our goal is simple: help you build and protect your wealth with objective, transparent guidance tailored to your goals.
A fiduciary is a financial advisor who must put your interests ahead of their own. Unlike some advisors who earn commissions for selling certain products, fiduciaries provide advice based on what’s best for you—not what pays them more.
Key differences:
Your investment strategy should be personalized, tax-efficient, and aligned with your long-term goals—not influenced by sales incentives.
With a fiduciary advisor, you get:
Advisors who are not fiduciaries may only need to meet a “suitability” standard—meaning they can recommend products that are okay, even if better options exist.
🚫 This could lead to:
✅ Fiduciary advisors, on the other hand, are always working in your corner.
We’re an independent, fee-only firm guided by fiduciary principles. That means:
Whether you’re planning for retirement, managing a recent windfall, or building long-term security, we’ll help you stay on course—with confidence and clarity.
The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan cos
The history of the stock market is littered with examples of times when the market takes a dive downwards. However, there are a lot of reasons to believe that the latest market div
When Americans are polled on what their biggest financial regret is, the number one answer, no matter which survey you view, always seems to be “not starting to save for reti
