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 - June 2, 2020

• Payroll Protection Program Gets Necessary Adjustments - Businesses that have secured a Payroll Protection Program loan from Uncle Sam may be looking at legislation to ease the requirements for loan forgiveness.

• What’s Ahead for Treatment or Cure of Coronavirus? - Americans are eager for one of the many drug companies to develop a vaccine for the Coronavirus.

• The Fed’s Latest Cash Infusion - The future of the US Economy has been bolstered by the efforts of the Federal Reserve Bank to smooth-out the disruptions caused by the Coronavirus.

Financial and Economic Brief - May 6, 2020

• Here are Important Social Security Changes for 2020 - For today’s retired Americans, it frequently represents a healthy amount of their monthly income.

• Did the SECURE Act Kill the Stretch IRA? - Individuals who have successfully used IRA’s as an estate tax planning tool may be trying to find new ways to leave assets to named beneficiaries in a way that minimizes the long-term effects of the estate tax.

• Warren Buffett has Sold Berkshire Hathaway’s Position in Airline Stocks - The Oracle of Omaha doesn’t always get it right (but so far his track record has been mighty impressive!)

Financial and Economic Brief - May 5, 2020

• The Real Estate Front - The Coronavirus pandemic has dramatically affected the housing market.

• Understanding the Impact of Inflation - When governments, for whatever reasons, inject huge sums of currency into an economy, repercussions will be felt at some point in the future.

• The UK is Recognizing the Benefits of Trading with the US - With the world currently reeling from the economic slowdown essentially caused by Covid-19, our friends in the UK are seeking to step up trade talks.

Financial and Economic Brief - March 3, 2020

• Potential Rate Cuts Coming - In response to the coronavirus scare, there’s a chance that the Fed could take policy back to where it was during the financial crisis of 2008.

• Britain’s Mandate for Trade Talks - Britain unveiled its mandate for trade talks with the U.S., with Prime Minister Boris Johnson vowing to drive a hard bargain in negotiations.

• Stock Market Plummets - U.S. stocks fell as fears escalated over the fast-spreading coronavirus, with Wall Street capping its worst week since the global financial crisis of 2008.

Financial and Economic Brief - February 4, 2020

• Continued Gains in Consumer Spending - The U.S. economy grew 2.1% in Q4 of 2019, closing out a year in which GDP decelerated to its slowest pace in three years.

• Chinese Shares Drop amid Coronavirus - Stock markets in China fell as traders rushed to sell amid continued fears about the impact on the global economy of the coronavirus epidemic.

• Oil Prices Fall - Oil prices fell because of the concern over demand in China after the coronavirus epidemic.

Financial and Economic Brief - January 7, 2020

• Consumer Confidence Dips - According to The Conference Board, U.S. consumer confidence “dipped slightly” in December. The metric came in at 126.5 for the month, down from 126.8 in November.

• Oil Prices Rising - Oil prices rose over 1% on Monday, pushing Brent above $70 a barrel.

• Gold Highest in 7 Years - Global investors are going into safe haven assets as fallout continues from the U.S. killing of Iran’s top general, Qasem Soleimani.