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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
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
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
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
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
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
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
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
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
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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