Davis Advisory Group LLC

Davis Advisory Group LLC No one strategy fits everyone, which is why each client gets our undivided attention-from planning t

A disability could keep you from work and increase costs. How can you protect yourself?
08/23/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Early estimates for the 2027 Social Security cost-of-living adjustment have moved lower as inflation moderates.New proje...
08/19/2026

Early estimates for the 2027 Social Security cost-of-living adjustment have moved lower as inflation moderates.

New projections suggest the 2027 COLA may fall between 3.4% and 3.6%.

The official adjustment has not been announced yet. The final number will depend on inflation data for July, August, and September.

Social Security COLAs are calculated using the Consumer Price Index for Urban Wage Earners and Clerical Workers, known as CPI-W.

July data showed CPI-W rose 3.4% over the past 12 months. The broader consumer price index also rose 3.4% year over year.

One estimate from AARP suggests a 3.5% COLA would raise the average retired worker’s benefit by about $73 per month.

For retirees and near-retirees, the COLA is an important reminder that inflation can affect income, purchasing power, household expenses, and long-term financial decisions.

New estimates show just how much Social Security benefits may increase in 2027, based on new government inflation data.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/19/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
08/17/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
08/16/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

College, kids and costs.
08/14/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
08/12/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

The U.S. economy grew more slowly in the second quarter, while inflation remained above the Federal Reserve’s target.Gro...
08/11/2026

The U.S. economy grew more slowly in the second quarter, while inflation remained above the Federal Reserve’s target.

Gross domestic product increased at a 1.5% annualized rate from April through June, below expectations for 1.8% growth.

The headline number was weaker, but some underlying economic drivers were stronger. Personal spending rose 2.1%, and a key measure of underlying demand increased 3.9%.

At the same time, the Fed’s preferred inflation gauge remained elevated. The personal consumption expenditures price index showed annual inflation at 3.7% in June.

Core PCE, which excludes food and energy, rose 3.3% from a year earlier.

Consumers continued spending, but the personal savings rate fell to 2.7%, its lowest level in four years.

For households and businesses, the broader takeaway is that slower growth, persistent inflation, consumer spending, savings, and interest rate policy are all connected parts of the economic picture.

While the GDP number was below expectations, the miss appeared to come from a decline in federal government spending and inventories.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
08/10/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
08/09/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

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Albuquerque, NM
87109

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Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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