News

Some investors believe that early in the year, with last year’s financial results at your fingertips, may be an optimal time to rebalance your investment portfolio. However, Christy Gatien of our Bellevue, Washington branch believes it’s more important to find a system for rebalancing that specifically works for you. In “5 mistakes to avoid when rebalancing a portfolio” at CNBC.com, writer Jeff Brown offers insights from Gatien and others on how to rebalance.Read the full...

Andrew Crowell, Vice Chairman of D.A. Davidson’s Individual Investor Group, has launched a new blog with U.S. News & World Report. In his first post, called “4 Ways to Turn Your Anxiety Into Action,” he discusses ideas for making uncertainty your ally in investing.Read the full blog post here. 

D.A. Davidson & Co. announced today that Skyler Bloxham has joined the firm as Chief Operating Officer for its Equity Capital Markets group.In his role, Bloxham is responsible for improving the operating efficiencies of the business unit, with a focus on creating improved processes and procedures that allow the firm to better serve its clients and employees. Skyler is a proven leader who brings experience in establishing and executing organizational improvement, and we are pleased to we...

Jim Cronk of Los Angeles and Susan Zins of Missoula, Mont., have been named the recipients of the Ian B. Davidson Cultural Excellence Award, one of the top awards given to employees of D.A. Davidson Companies.The Ian B. Davidson Cultural Excellence Award recognizes D.A. Davidson Companies employees who are committed to maintaining and exemplifying the firm’s core values. The award is named for Ian B. Davidson, Chairman Emeritus of D.A. Davidson Companies, who cultivated the company’s...

Tom Gibson, Senior Vice President, Financial Advisor in Sandpoint, Idaho, has been named the recipient of the Bragg Lewis Knutson Community Service Award. The prestigious award is given in recognition of outstanding volunteer efforts and is the highest honor given to a D.A. Davidson Companies associate.His nominator said that Gibson has a strong commitment to social responsibility in Sandpoint and beyond. His passion is evident in his volunteer work, which has helped to create positive change in...

For a variety of reasons, the engineering and construction sector is likely to face a strong year, and the M&A environment for that sector continues to see positive momentum.

A strong set of factors, including increased consumer confidence, are combining to create an environment that looks positive for the U.S. economy, said James Ragan, Director of Individual Investor Group Research for D.A. Davidson. Ragan spoke recently before the San Marino (California) Rotary Club, describing a “pretty furious” market rally following the 2016 presidential election. Ragan’s comments, and his outlook, can be found in “Rotarians Hear Ragan’s Economic O...

Low interest rates, extra private equity cash and other factors may combine to create a U.S. economic environment that should bode well for M&A activity, Investment Banker Brad Gevurtz says.

It was in the spirit of enhancing cultural vibrancy in his hometown that Joe Denhart, Senior Vice President and Co-Branch Manager of D.A. Davidson’s Port Angeles office, made his way— with check in hand—to the Port Angeles Symphony office. This was not just any check: It was $4,000 to continue D.A. Davidson’s support of the symphony’s highly successful Adventures in Music school project.A collaborative effort between the symphony, all school districts in Clallam Cou...

D.A. Davidson Companies has long supported United Way of Cascade County’s local “Graduation Matters” program, designed to boost high school graduation rates across Montana. So when D.A. Davidson managers learned of a young man who was likely to drop out of school, they found a way to offer him an incentive to drop in instead—returning to the school that he almost left. The result: The now-senior plans to graduate this spring. An article written by Scott Thompson, “G...