Insights

The de minimis rule can affect municipal portfolios in several ways, influencing bond pricing, tax-loss harvesting decisions, and the relative attractiveness of investment opportunities.

As investors consider opportunities for their portfolios in 2026, our team at Davidson Investment Advisors would like to highlight one such asset class we view as particularly attractive in today’s m...

With the expectation that cash yields will continue to decline, investing in longer-maturity bonds now looks relatively attractive compared to recent history.

The breadth and magnitude of the new levies surprises investors and introduces new worries about how businesses will operate and generate earnings in the new environment.