News

Although you may not want to completely give up on the retail sector, it’s also important to use an appropriate vehicle for retail investments, according to Linda Bolton Weiser, Senior Institutional Analyst for D.A. Davidson. Bolton Weiser explains the challenge of investing in this sector in “ETFs May Not Be the Best Choice for Retail Investing,” an article by David Sterman in FA Magazine.Read the full article here. 

Will U.S. markets remain balanced, or could a spill be ahead? In his article for WealthManagement.com, “Nothing to Fear but Lack of Fear Itself,” Ed Crotty, Chief Investment Officer for Davidson Investment Advisors, suggests that while the current U.S. environment may appear unusually strong, it may also need to pick up steam for reasons that many investors don’t suspect.Read the full article here. 

D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Chef’d, Inc., a best in class e-commerce meal marketplace, in its second closing of the Series B capital raise with Smithfield Foods.

D.A. Davidson Trust Company has hired two experienced trust professionals in Vancouver, Wash. John Briscoe has joined D.A. Davidson Trust as Vice President, Trust and Estate Planning Attorney, and Tanya Korolkova has joined as a Personal Trust Administrator.Briscoe is responsible for implementing the firm’s wealth planning initiatives and works alongside clients to provide estate planning guidance in areas of inheritance, trusts, estates and wealth management. We are very pleased to h...

D.A. Davidson & Co. announced today that municipal investment banking veteran Peter Raphael has joined the firm’s public finance team in Chicago as Senior Vice President, Managing Director.

Consumers in China see fewer differences between online and offline shopping than most U.S. consumers, according to Gil Luria, Director of Institutional Research for D.A. Davidson. Luria reviews these preferences, and how companies can exploit them, in “Chinese Consumers Don’t Care if a Products is Online or Offline,” an interview with CNBC.Watch the full interview here. 

Charitable giving is best done with a plan, according to Andrew Crowell, Vice Chairman of D.A. Davidson’s Individual Investor Group. In this Morningstar article, “7 Tips for Better Charitable Giving” by John Wasik, Crowell outlines methods that can help you be certain your donations meet your intent.Read the full article here. 

The disruption created by major tech companies is driving growth that Tom Forte, Senior Institutional Research Analyst for D.A. Davidson, believes is open-ended. Forte makes the case for a bullish approach to the technology sector in an interview with CNBC.Watch the full interview here. 

D.A. Davidson & Co. announced today that Tom Forte has joined the firm’s award-winning institutional equity research team in New York to provide analysis of ecommerce companies.

Toymaker Hasbro beat analysts’ estimates for the quarter, but the company’s sales and shares were both off. Research Analyst Linda Bolton Weiser comments on Hasbro’s drop in “Hasbro posts smallest sales beat in 1½ years, shares drop,” a Reuters article by Gayathree Ganesan.Read the full article here.