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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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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?