Welcome to Davis Reseland LLC
At Davis Reseland LLC, we provide trusted wealth management services to individuals, multi-generational families, business owners, and retirement plans in and around Nashville, TN. Experienced and dedicated financial planning professionals, our goal is to help every one of our clients grow and retain their wealth.
We take great pride in the fact that 99% of our business comes from referrals by our clients—people like you who rely on our team to serve as you. By taking on the burden of day-to-day management of your assets and investments, we give you more time to focus on the things that matter most to you—your family, your career, and your business—and help you achieve greater peace of mind about your future.
We invite you to contact us today at 615-309-8335 to learn about our comprehensive wealth management, investment management, and retirement plan consulting services, and how we can help you achieve your financial goals.
Newsletters
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.