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

06/25/2026

Recent headlines about Social Security can feel unsettling, but they also serve as a good reminder of why having a personalized retirement plan matters.

While Social Security is expected to remain an important source of retirement income, planning beyond one income stream is key to long-term financial confidence. Reviewing your strategy regularly can help you stay prepared for whatever changes may come.

If retirement planning is on your mind, now is a good time to revisit the conversation.

Read more from CNBC:

The Social Security Administration has released a report with new projections as to when the trust funds that help pay benefits may be depleted.

06/25/2026

Planning a summer trip may feel a little more complicated this year.

With higher gas prices and airfare, many travelers are getting more intentional, opting for shorter trips, flexible dates, and smarter booking strategies to make the most of their budget. Worth a quick read if you’re planning a getaway —

Do you have any summer plans?

A summer vacation is still within reach with these budgeting tricks.

06/24/2026

The Bozeman branch of DA Davidson recently enjoyed one of our favorite annual traditions—the Davidson Cup!

With beautiful weather, great golf, and even better company, it was a wonderful opportunity to step away from our desks and spend time together outside the office. Events like these help strengthen the friendships and teamwork that make our branch such a special place to work.

A little friendly competition, plenty of laughs, and a fantastic day on the course made this year's Davidson Cup one to remember. We're grateful for the relationships we've built and the culture that makes moments like these possible.

Here's to another great year of teamwork, camaraderie, and community—both on and off the course!

06/24/2026

The Bozeman branch of D.A. Davidson was proud to participate in Gallatin Valley Land Trust Trails Day—marking D.A. Davidson's 21st year of involvement in this outstanding community event.

Our team spent the morning watering newly planted trees along the Triple Tree Trail, helping support and preserve one of the many outdoor spaces that make the Gallatin Valley such a special place to live and work.

It was a fun and rewarding morning, and a great example of D.A. Davidson's commitment to being involved in our community in ways that extend beyond financial planning. We are proud to invest not only in our clients' futures, but also in the communities we serve.

06/09/2026

Three exceptional days of advanced learning and collaboration in Chicago.

Anne Ashton of the Owen Legacy Group recently had the privilege of participating in the Davidson Trust Academy, an intensive program designed for a select group of advisors committed to delivering sophisticated planning and exceptional client service.

The Academy featured insights from many of Davidson Trust Company's senior trust officers, Advanced Planning specialists, and leadership team, providing attendees with direct access to some of the firm's foremost trust and estate planning experts. Discussions focused on complex trust and wealth transfer strategies, fiduciary services, and advanced planning solutions that help clients preserve and steward wealth across generations.

Equally valuable was the opportunity to collaborate with a highly engaged group of fellow advisors who share a commitment to continuous learning and excellence in serving clients and their families.

Experiences like these highlight the depth of expertise available through Davidson Trust Company and reinforce a culture that continues to invest in education, collaboration, and exceptional client outcomes.

05/08/2026

Our financial professionals recently gathered in Denver for our biennial Davidson Institute conference, marking another year of connection and collaboration.

From thoughtful conversations to shared insights, this event continues to bring advisors and industry professionals together in a way that strengthens both relationships and ideas.

Thank you to those who participated, and to our strategic partners for their continued support.

05/08/2026

No time for the full report? In under seven minutes, James Ragan breaks down what's ahead for the markets in 2026.

In under 7 minutes, James Ragan analyzes what's ahead for the markets in 2026.This video complements D.A. Davidson’s Quarterly Market Outlook, offering clari...

05/08/2026

Anne Ashton of the Owen Legacy Group attended the AdvisorHub Women’s Conference this past week at the Metropolitan Club alongside Christy Gatien and Hilary Kosloske, fellow Advisors at D.A.Davidson.

She had the distinct privilege of listening to Christy inspire her audience at this prestigious conference. They built meaningful connections and engaged in inspiring conversations with an incredible group of accomplished and powerful women. It was a fun-filled and energizing few days centered around education, leadership, and community.

Anne is grateful for the opportunity to learn, connect, and celebrate the women who continue to make waves across our industry.

05/06/2026

The Owen Legacy Group had an incredible time last week at the Davidson Institute in Denver, Colorado!

Davidson Institute is a special opportunity for our entire company to come together for education, growth, and culture building— this year was no exception. We were proud to be so well represented and to connect, learn, and strengthen the relationships that drive our success.

Grateful for the experience and already looking forward to the next one!