Building Partnerships for the Protection and Preservation of Assets

A hundred years ago, when Carnegie Steel made a dollar, Andrew Carnegie was a dollar richer. His economic environment was uncomplicated. The government was small. Taxes were predictable and manageable. Unlike present day entrepreneurs, who make two dollars with the hope of keeping one.

Today, our clients may be expected to harness global economic forces, endure regulatory intrusions, and underwrite the government’s omnivorous need for tax dollars. Their challenges would make the old school icons of American business shiver. That’s where we come in. DavisWalker’s mission is to help business and professional firms, their founders and leaders, and their families mitigate their risks and enhance their rewards currently, in the future, and across generations.


Executive Benefits Wealth Transfer Strategic Alliances

Employers are faced with dilemmas in every area of delivering benefits to employees and executives. Building employee commitment is at odds with benefit cost sharing. Attracting talent runs counter to cost containment. Administrative resources are overloaded just when employee communication is most needed. Are there solutions?

What should the impact of your success be? Studies show that as we enter the later decades of life two questions become increasingly absorbing to nearly everyone. Looking back, we will ask ourselves, "What did my accomplishments mean?" And looking forward, we will want to know, "What legacy will live beyond me?" Your faith can lead you to the best answer to the first question. Our firm can help you with the second.

Complexity and volatility in today's financial and business environment dictate a collaborative planning approach. We integrate our knowledge with specialists in legal, accounting, banking, trusts, benefits, retirement, and related fields for our clients. Our national reach through PartnersFinancial gives them access to institutional resources without sacrificing responsive personal service. How can we help you?

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Office Location

DavisWalker, Ltd.

9100 Arboretum Parkway
Suite 260
North Chesterfield, VA 23236-3493
ph: 804.560.8082

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News Updates

Financial and Economic Brief - February 7, 2018

• December Trade Deficit Increased - The U.S. trade deficit increased 5.3% to $53.1 billion, the highest level since October 2008.

• Machines Making Trading Decisions - Wall Street's recent 1,175 drop wasn’t driven by nervous portfolio managers or any other human traders.

• UK Single Market Access in Question - The European Union (EU) wants the power to restrict UK access to the single market during a transition period after Britain leaves the bloc, if it violates agreed upon rules.

Financial and Economic Brief - January 30, 2018

• Increase in Spending, Decrease in Savings - U.S. consumer spending rose 0.4% in December as demand for goods and services increased, but savings dropped to a 10-year low.

• Dr. Pepper Snapple and Keurig Green Mountain Merger - Dr. Pepper Snapple Group and Keurig Green Mountain plan to merge in a deal that creates a beverage giant, with roughly $11 billion in pro forma combined.

• Wall Street Down at Opening - Wall Street fell on Monday from record levels last week, weighed down by a 1.42% drop in Apple shares after a report said it would make fewer iPhone Xs.

Financial and Economic Brief - January 23, 2018

• Global Growth Forecasts - The International Monetary Fund (IMF) has revised global growth forecasts for 2018 and 2019 higher by 0.2 percentage points to 3.9%.

• Q4 2017 Growth - Economists say that the economy “quite possibly” grew at a better than 3% annual pace in Q4, as it did in the both Q2 and Q3.

• Stocks Stay Even - World stocks and U.S. bond markets “shrugged off” a government shutdown in Washington, the dollar fell near three-year lows, and the euro resumed its strong start in 2018.

Financial and Economic Brief - January 16, 2018

• Strong Holiday Sales - According to the National Retail Federation, holiday sales rose 5.5% compared to last year, marking the largest jump since the end of the Great Recession.

• Wells Fargo Shares Lower - Shares of Wells Fargo fell after reporting a mixed performance for Q4 2017. They reported revenue of $22.05 billion, which was below the $22.64 billion forecast of financial analysts.

• Consumer Prices Increase - U.S. consumer prices recorded their largest increase in 11 months in December at 0.3%, on gains in the cost of rental accommodations and healthcare.

Financial and Economic Brief - January 9, 2018

• Service Sector Growth Slows - Growth in non-manufacturing economic activity continued to fall in December, after dropping more than expected in November.

• GoPro Cutting 20% of Staff - GoPro is shutting down its drone business and cutting 20% of its staff after “weak demand” for its products.

• S&P, Dow Trade Lower on Monday - The S&P 500 and the Dow were trading lower on Monday, as losses in healthcare and financial stocks hindered Wall Street’s strongest start to a year in a decade.