Dara Davis, Managing Director, Financial Advisor

04/09/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

As a Director of Investments and Operational Strategy Coach for Business Owners, I am committed to progressing the investment business, my fellow advisors, and my clients. By working with me, your potential for greater financial confidence will be uncovered.

03/30/2026

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’s how to enjoy the benefits while also protecting your financial stability.

Tips to help you enjoy the freedoms that gig work provides while also helping protect your financial stability

03/23/2026

The loss of a spouse or family member can be overwhelming. The last thing you want to worry about is managing your finances. I can work with you to help you manage the anxiety that comes with the financial aspects of losing a loved one.

A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

03/16/2026

Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goals.

03/11/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

As a Director of Investments and Operational Strategy Coach for Business Owners, I am committed to progressing the investment business, my fellow advisors, and my clients. By working with me, your potential for greater financial confidence will be uncovered.

03/09/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit multiple

03/02/2026

Life with children is a rollercoaster ride. Throw in budgeting and college planning and it can feel overwhelming. A sound financial strategy can help put your nerves at ease — so you can treasure every moment and enjoy watching your children grow up.

Life with children is a rollercoaster ride. A sound financial strategy can help put your nerves at ease.

02/23/2026

Joining our firm can give you independence when you want it and support when you need it.

02/18/2026

One of the most meaningful parts of my work is building teams and helping people grow—both personally and professionally.

I believe great careers are built in environments where people are encouraged to learn, support one another, and serve others well.

This team represents what’s possible when collaboration and development are truly valued. If you’re looking for more than just a job—and want to be part of a team that’s committed to growth and impact—I’d love to connect.

02/16/2026

Becoming a financial professional with our firm gives you flexibility and control over your career.

02/12/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

As a Director of Investments and Operational Strategy Coach for Business Owners, I am committed to progressing the investment business, my fellow advisors, and my clients. By working with me, your potential for greater financial confidence will be uncovered.