Articles & Insights
Where the CooperDavis team shares strategies, ideas, and outlooks that matter to you.
2026: Is the Market Ready for a Leadership Change?
Are we due for a repeat in 2026, or will this be the year small caps finally get their chance to lead the market?
New Year, New Gains: Your 2026 Financial Guide
The start of a new year is a natural checkpoint for your financial plan.
The Market’s Tug-of-War: What It Means for You
Right now, the economy and markets are sending mixed signals—a tug-of-war that’s shaping how portfolios may perform heading into year-end.
Fall Forward: Year-End Planning Tips to Prepare for 2026
...perfect time to reflect on your financial picture and make strategic moves before the end of the year.
Leave Clarity, Not Confusion: How to Prepare a Meaningful Inheritance Plan
When it comes to inheritance, most people think of the assets—the house, the IRA, maybe some life insurance. But what’s often more valuable to your loved ones is clarity.
Planning for the Punch: How to Build a Portfolio That Stays Standing
...our goal is to build client plans and portfolios that can withstand those punches.