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| The Zahm Investment Group is a team of professionals with extensive experience in the areas of wealth management and investing. Backed by D.A. Davidson’s industry leading research and wealth planning resources, we provide individuals and families with a personalized blueprint designed to achieve their long-term financial and personal goals. Our comprehensive approach — coupled with straightforward advice and personal attention — has allowed us to strengthen the financial futures of our clients by helping them build and protect wealth, often for generations to come. |
Newsletters
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HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.