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2026 Strategic Focus: A Portfolio Management Conversation

2026 Strategic Focus: A Portfolio Management Conversation

Markets are entering 2026 with optimism—but also heightened volatility, policy uncertainty, and rapid shifts in investor sentiment.
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Market Strategy: Markets Gain in January, But Not All Rallies Are the Same

Market Strategy: Markets Gain in January, But Not All Rallies Are the Same

U.S. equity indices largely moved higher in January, and the widely followed S&P 500 equity index set a new all-time closing high price as recently as 1/27/26. Learn more about equities making notable changes.
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From Piggy Banks to First Paychecks: A Guide to Financial Conversations with Kids

From Piggy Banks to First Paychecks: A Guide to Financial Conversations with Kids

Teaching kids about money isn’t just about dollars and cents—it’s about giving them the confidence and skills to make smart financial decisions throughout life.
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Portfolio Perspectives: Municipal Bond Opportunities

Portfolio Perspectives: Municipal Bond 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 market: Municipal Bonds.
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Trends 2026

Trends 2026

Each year, the team at Davidson Investment Advisors publishes this piece to share insight into exciting, disruptive, or otherwise new developments we believe will significantly shape business, consumers, and society.
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Q4’s Market Landscape: Curve Normalization and Record Issuance Shaped the 2025 Muni Market

Q4’s Market Landscape: Curve Normalization and Record Issuance Shaped the 2025 Muni Market

Davidson Investment Advisors’ fourth-quarter commentary provides insights into the U.S. equity, taxable fixed income, municipal fixed income, and international equities markets.
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Lessons from Innovation Cycles

Lessons from Innovation Cycles

Nate Liao shares the importance of patience and perspective when identifying investment opportunities.
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Bet on the U.S. Consumer in 2026? Insights from a Conversation with D.A. Davidson

Bet on the U.S. Consumer in 2026? Insights from a Conversation with D.A. Davidson

Consumer spending, inflation, and the impact AI technology investment is having in that space, from Investment Management and Institutional Research.
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How to Maximize Your Retirement with the Right Plan

How to Maximize Your Retirement with the Right Plan

Retirement is one of the largest—and longest to realize—financial goals that many will undertake, and there are many ways to save and prepare for it.
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Is It an AI Bubble? Insights from a Conversation with D.A. Davidson

Is It an AI Bubble? Insights from a Conversation with D.A. Davidson

Artificial intelligence investment: what is driving investments, where the risks lie, and how major players are approaching this fast-changing space.
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