The Confluence Group - D.A. Davidson & Co.


The Confluence Group, A Service of D.A. Davidson & Co.

Welcome to our website. Thanks for taking the time to visit our website and learn a little about how we do business. There are many ways to participate in the financial markets. We believe that exposure to many different kinds of investments is crucial to successful investing. After gaining an understanding of each client’s objectives and tolerance for investment risk, we discuss and recommend what we feel is an appropriate blend of stocks, bonds, mutual funds, and other investments.
 

Market Watch

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck