Wells Fargo Advisors Financial Network

 

Welcome to Davis Investment Strategies.  We are an independent asset management firm based in Lake Oswego, Oregon. In this website, you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more. 

In creating our website, our goal is to help you:

  • become better informed on the financial concepts behind investing, retirement, estate planning, and wealth preservation;
  • gain insight to common financial scenarios that many investors face; and
  • see the value of working with our firm to pursue your financial goals - all in a comfortable and confidential environment.

Should you like to meet with us to discuss specific issues that are important to you - or if you want a complimentary second opinion - we're only a phone call away. We're always happy to be a resource to you and to those you care about.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

More Newsletters →