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Market Strategy: Fog of Markets

Market Strategy: Fog of Markets

The Iran War injected an unexpected shock to markets in March, driving surging oil prices and interest rates, and steep declines in equities.
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Make It Easy on Your Loved Ones: Plan for Your Digital Assets Now

Make It Easy on Your Loved Ones: Plan for Your Digital Assets Now

In today’s digital world, many of our most important records, memories, and conversations live online. When a loved one passes away, gaining appropriate access to their email and social media accounts can be both emotionally and administratively challenging. You can plan ahead by setting up third-party account access to ease this burden and help ensure your wishes are honored.
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Avoiding Scams in the Age of AI

Avoiding Scams in the Age of AI

The rapid evolution of generative AI (including high-quality deepfake videos) has made spotting the fake increasingly difficult. Rather than look for subtle signs, customers may be better served with a return to basics.
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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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