Owen Legacy Group, A member of D A Davidson & Co.

Owen Legacy Group, A member of D A Davidson & Co. Helping to Plan for Your Financial Independence While Preparing for the Challenges of Today.

Three exceptional days of advanced learning and collaboration in Chicago.Anne Ashton of the Owen Legacy Group recently h...
06/09/2026

Three exceptional days of advanced learning and collaboration in Chicago.

Anne Ashton of the Owen Legacy Group recently had the privilege of participating in the Davidson Trust Academy, an intensive program designed for a select group of advisors committed to delivering sophisticated planning and exceptional client service.

The Academy featured insights from many of Davidson Trust Company's senior trust officers, Advanced Planning specialists, and leadership team, providing attendees with direct access to some of the firm's foremost trust and estate planning experts. Discussions focused on complex trust and wealth transfer strategies, fiduciary services, and advanced planning solutions that help clients preserve and steward wealth across generations.

Equally valuable was the opportunity to collaborate with a highly engaged group of fellow advisors who share a commitment to continuous learning and excellence in serving clients and their families.

Experiences like these highlight the depth of expertise available through Davidson Trust Company and reinforce a culture that continues to invest in education, collaboration, and exceptional client outcomes.

Our financial professionals recently gathered in Denver for our biennial Davidson Institute conference, marking another ...
05/08/2026

Our financial professionals recently gathered in Denver for our biennial Davidson Institute conference, marking another year of connection and collaboration.

From thoughtful conversations to shared insights, this event continues to bring advisors and industry professionals together in a way that strengthens both relationships and ideas.

Thank you to those who participated, and to our strategic partners for their continued support.

No time for the full report? In under seven minutes, James Ragan breaks down what's ahead for the markets in 2026.
05/08/2026

No time for the full report? In under seven minutes, James Ragan breaks down what's ahead for the markets in 2026.

In under 7 minutes, James Ragan analyzes what's ahead for the markets in 2026.This video complements D.A. Davidson’s Quarterly Market Outlook, offering clari...

Anne Ashton of the Owen Legacy Group attended the AdvisorHub Women’s Conference this past week at the Metropolitan Club ...
05/08/2026

Anne Ashton of the Owen Legacy Group attended the AdvisorHub Women’s Conference this past week at the Metropolitan Club alongside Christy Gatien and Hilary Kosloske, fellow Advisors at D.A.Davidson.

She had the distinct privilege of listening to Christy inspire her audience at this prestigious conference. They built meaningful connections and engaged in inspiring conversations with an incredible group of accomplished and powerful women. It was a fun-filled and energizing few days centered around education, leadership, and community.

Anne is grateful for the opportunity to learn, connect, and celebrate the women who continue to make waves across our industry.

The Owen Legacy Group had an incredible time last week at the Davidson Institute in Denver, Colorado!Davidson Institute ...
05/06/2026

The Owen Legacy Group had an incredible time last week at the Davidson Institute in Denver, Colorado!

Davidson Institute is a special opportunity for our entire company to come together for education, growth, and culture building— this year was no exception. We were proud to be so well represented and to connect, learn, and strengthen the relationships that drive our success.

Grateful for the experience and already looking forward to the next one!

In this Market Insights update, James Ragan shares perspective on how earnings season and renewed hopes for peace are in...
05/04/2026

In this Market Insights update, James Ragan shares perspective on how earnings season and renewed hopes for peace are influencing investor sentiment, along with what these developments may mean for markets moving forward.

1 like. "Earnings and Peace Hopes Drive Gains | 2026 Market Insights with James Ragan"

Volunteering is often seen as a way to give back, but it can also offer meaningful personal benefits. From building new ...
04/28/2026

Volunteering is often seen as a way to give back, but it can also offer meaningful personal benefits. From building new connections to supporting your well-being, learn how community service can positively impact both you and those around you. dadvdsn.co/3UKDRYv

At D.A. Davidson, we started with a simple belief: advice rooted in trust can last a lifetime. For 90 years, we’ve grown...
04/27/2026

At D.A. Davidson, we started with a simple belief: advice rooted in trust can last a lifetime. For 90 years, we’ve grown alongside our clients—through rising and falling markets, across generations, and through the moments that matter most.

From family farms to Fortune 500 companies, from first investments to complex transactions, our six business lines share one purpose: to guide with clarity, conviction, and care. Because advice isn’t just numbers on a page—it’s understanding, stewardship, and strength.

Learn more at dadavidson.com.

8 likes. "One Davidson | Celebrating 90 Years of Trusted Advice"

Even iconic brands aren’t immune to disruption. News that QVC is planning a bankruptcy protection filing highlights the ...
04/24/2026

Even iconic brands aren’t immune to disruption. News that QVC is planning a bankruptcy protection filing highlights the pressures facing traditional retail in an on-demand, digital-first world.

What do you think this signals for other long‑established retail brands?

The owner of home shopping network pioneer QVC _ which for years garnered the attention of millions of TV viewers looking for a deal on baubles and housewares, is planning to file for Chapter 11 bankruptcy protection

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