Owen Legacy Group, A member of D A Davidson & Co.

09/04/2026

Inflation remains front and center. In his recent Jackson Hole speech, Fed Chair Kevin Warsh signaled that the fight against rising prices may not be over, despite some encouraging recent data. Read more here.

He used the speech to outline his philosophy on policymaking while carefully sidestepping any signals

09/03/2026

The Owen Legacy Group had the pleasure of hosting 35 fabulous clients and friends for a ladies’ Pitch, Putt & Drive outing — and what a day it was!

With the help of three of the Gallatin Valley’s most talented golf professionals, everyone had the opportunity to learn a few new skills, enjoy some friendly competition, and, most importantly, have a lot of fun. A special thank-you to Jacob Schultz with Guggenheim for helping sponsor and make this event possible!

We wrapped up the afternoon with a delicious lunch and plenty of conversation. It was a beautiful Montana day, and we’re always grateful for opportunities to spend time with our clients outside the office, build relationships, and enjoy a little fun together.

Here’s to great friends, great clients, and a great day on the course! 💙🏌️‍♀️

09/03/2026

An era comes to a close. Lionel Messi has announced his retirement from international soccer after a remarkable career with Argentina that included a World Cup title and multiple Copa América championships. ⚽

Where do you think Messi ranks among the greatest athletes of all time?

Lionel Messi has announced his retirement from international soccer after 21 years representing Argentina.

09/03/2026

Retirement planning isn't just about replacing income. It's also about preparing for the costs that can catch many retirees by surprise, including healthcare expenses.

Read more in this article, and if you'd like to discuss your retirement strategy, let's chat: https://dadvdsn.co/4zDRRpZ

09/01/2026

Sometimes, when you volunteer for your company’s annual volunteer day, you end up with something you never expected — a friend for life. 💛

As part of D.A. Davidson’s Davidson Days, we had the opportunity to spend time volunteering at Heart of the Valley. We went there hoping to give our time and support a wonderful organization, but somehow, we ended up receiving a gift of our own.

We’re so happy to welcome Cooper into our family. This sweet 18-month-old yellow Lab has already stolen our hearts, and we know he’s going to be a wonderful addition to our entire family’s lives.

It’s a beautiful reminder that sometimes the most meaningful moments come when you simply show up, give back, and open your heart to what happens next.

Welcome home, Cooper. We’re so lucky you found us. 🐾💛

09/01/2026

Retirees, mark your calendars for October 14, when the Social Security Administration is expected to announce the 2027 cost-of-living adjustment (COLA). Current estimates suggest the increase could be higher than this year's COLA, though projections may continue to change as new inflation data becomes available.

Due to a midsummer dip in inflation, COLA estimates have dropped.

08/31/2026

There’s nothing quite like a Montana summer evening at the rodeo! 🤠🐎

The Owen Legacy Group had a wonderful evening at the Bozeman Stampede earlier this month, enjoying a family-centered night filled with cowboys/girl, horses, mutton busting, and plenty of fun.

A special thank you to Joe Dahinden of Big Sky Investment Team for his dedication to the rodeo, and to all of the D.A. Davidson volunteers who helped make the evening such a success.

These are the moments that make our Davidson community so special — bringing colleagues and their families together, supporting our local community, and building relationships and culture along the way.

We’re grateful for a beautiful Montana summer evening and another great opportunity to celebrate what makes the Bozeman branch of D.A. Davidson such a wonderful place to be.

08/31/2026

Best wishes to all the students, teachers, and families beginning a new school year. Whether you're starting a new chapter or returning to familiar routines, we hope the year ahead is filled with success, discovery, and opportunity. Good luck!

08/28/2026

Partnering with our in-house trust company gives you access to specialized expertise and an expanded suite of solutions. Expand your pool of resources and accelerate the growth of your practice with the confidence that every solution is available under one roof.

Benefits include:
✅ Enhanced client experience
✅ Customized solutions for complex needs
✅ Team relationship
✅ Stronger multi-generational engagement
✅ High net worth solutions
✅ Investment flexibility

Interested in a confidential conversation? Contact the Owen Legacy Group at 406-556-6993 or [email protected].

Learn more ➡️ https://dadvdsn.co/4uNa1mj