Davis Advisory Group LLC

06/01/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

05/31/2026

How literate are you when it comes to your finances? Brush up with these five basics.

05/29/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

05/27/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

05/25/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

05/24/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

05/22/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

05/20/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

05/19/2026

The Senate has confirmed a new Federal Reserve chair, marking a leadership change at the central bank during a closely watched period for monetary policy.

The confirmation vote was 54-45, making it one of the closest votes for a Fed chair in the modern era.

The transition comes as policymakers continue to weigh inflation, interest rates, labor market conditions, and broader economic uncertainty.

The new chair previously served on the Federal Reserve Board and has been involved in monetary policy discussions during periods of significant economic stress.

As leadership changes, markets and policymakers will continue watching how the Fed approaches its dual mandate: supporting maximum employment while seeking price stability.

In the most divisive vote ever for a Fed chair, Warsh, 56, won confirmation to take over for Jerome Powell.

05/18/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.