Lifestyle | The Davis Group

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Guidance That Grows With You: The Role of Your Advisor

How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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Articles

Family Governance: A Key to Maintaining Your Legacy

As your family expands, a governance plan can help keep your vision, values and mission on track.

Practical Strategies to Safeguard Your Online Information

What can you do to protect yourself? Here are a few real-world strategies to keep in mind.

Funding Your Career Break: A Step-by-Step Guide

Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.

Bull & Baird: Inside Out

We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

Is it Time to Make a Change?

When do you know? And when do you know you’re ready?

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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Videos

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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