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Market Strategy: Post-Election Rally Quickly Reverses to Dramatic Decline
U.S. equity markets initially surged following a “Blue Tidal Wave” of U.S. midterm election results, but the rally lasted just one day as weakness in the Technology sector sparked a broad sizable decline on day 2 following the results.
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A Peek Behind the Curtain: Customer Account Transfers
Cory Herteinstein emphasizes the importance of proactive learning in the nuanced, constantly evolving finance industry.
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Q3 Market Commentary: Volatility, Inflation Challenges Create Compelling Opportunities
Davidson Investment Advisors’ third-quarter commentary provides insights into the U.S. equity, taxable fixed income, municipal fixed income, and international equities markets.
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Portfolio Perspectives: The De Minimis Rule and Your Municipal Bond Portfolio
During the third quarter of 2026, renewed inflation concerns pushed the 10-year Treasury yield approximately 85 basis points higher to nearly 5.3%. Municipal yields followed, and the Morningstar US Municipal Bond Index declined 5.9% during the quarter. As rates moved higher and prices moved lower, a growing portion of the municipal bond market began trading at discounts to par value.
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Do You Need a Family Wealth Meeting?
Good communication is important in so many aspects of life, and family finances are no exception. A Family Wealth Meeting offers a structured, inclusive way to break that silence and build a foundation for long-term success.
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What Is a Bond? A Beginner’s Guide to Fixed Income and Bond Financing
Understanding one of the most fundamental financing tools in capital markets.
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Midterms & Markets: A Long-Term Look at Political Cycles
Election results can lead to policy changes, and change breeds uncertainty. In financial markets, uncertainty often drives volatility and can leave investors on edge, but election angst should not become investment angst.
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Financial Record Retention: How Long Is Long Enough?
We’ve identified some of the most commonly questioned records and created a handy chart for you to download and print.
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Why Bonds Are Back in the Spotlight
Davidson Investment Advisors joins the podcast "Weekly Market Impact" for a conversation about bonds and the municipal market.
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Strategies to Ease Healthcare Costs in Retirement
Proactive planning can help you protect your financial security, whether you’re already retired or are preparing to do so.
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