Alex Davidson, Financial Advisor

01/15/2024

More than 50 years after Martin Luther King Jr.’s death, we still aspire to achieve his dream of racial equality. Today, we celebrate his extraordinary impact and honor his legacy by continuing to champion justice and equity for all.

01/01/2024

Happy New Year! Wishing you and your loved ones a healthy and prosperous 2024!

12/28/2023

Celebrating African heritage, which has enriched the world in countless ways. We wish you a happy Kwanzaa!

12/26/2023

Get ready to take control of your finances! As we approach year-end, it's time to plan for a better financial future. Check out the article "5 Things to do with your money before the year end" to discover some tips. Need personalized guidance? Contact me to discuss how I can help you achieve your financial goals.

Set yourself up for a wealthier new year by following these time-sensitive tips from financial experts.Corey Olsen Standard financial advice says to

12/25/2023

Merry Christmas! Wishing you and your loved ones a wonderful holiday!

12/21/2023

December 31 is the last day to take required minimum contributions (RMD) from certain retirement savings accounts. Feel free to contact me if you have questions.

12/21/2023

Sending warm wishes on this first day of winter!

12/19/2023

As our parents age, it’s important that we are prepared for expected and unexpected changes. Read this article to learn more and let’s talk about how a financial professional can help with this process.

As we begin the caregiving journey, we are mainly concerned about our aging parents’ well-being and safety. This can be a difficult time psychologically for adult children as they watch their parents, once vital and in charge, become frail and in need of help. In the rush to deal with day-to-day p...

12/18/2023

December 31 is the last day to contribute to your 401(k) for the year. You can contribute as much as $22,500, and plan participants age 50 or older can contribute an additional $7,500. Feel free to contact me with any questions.

12/12/2023

As the year draws to a close, it's crucial to start on year-end financial planning. Maximize tax saving strategies, optimize investment opportunities, and set clear financial goals for the coming year. Don't navigate this alone - reach out to me for experienced guidance! Together, let's plan your financial well-being.

12/08/2023

Happy Hanukkah to everyone celebrating! Wishing you and your loved ones peace and happiness this holiday season and throughout the year.

12/05/2023

The Equitable Foundation is proud to support the Equitable Excellence scholarship. Last year, over half of recipients were first generation college students, demonstrating the Equitable Foundation’s commitment to supporting college access and career readiness in the communities where we live and work. The deadline for this year’s application is Dec 18th – Apply today!

We are pleased to announce our 2024 Equitable Excellence Scholarship® application period is now open and will be active until December 18th, 2023, 3:00 p.m. CST. This year, Equitable Foundation has a renewed focus to recognize students who demonstrate ambition and self-drive to be a force for good...