Perspectives

Explore our thought leaders’ latest insights and ideas.

Trends 2023

Trends 2023

Davidson Investment Advisors provides insight into exciting, disruptive, or otherwise new developments anticipated to be impactful to businesses, consumers and society.
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Leaving a Lasting Legacy: The Importance of Legacy Planning for Farmers

Leaving a Lasting Legacy: The Importance of Legacy Planning for Farmers

As a farmer, you know the importance of planning and preparation. Your daily work involves carefully considering the needs of your land, crops and animals, and making sure that everything is in place for a successful harvest. But what about your own future and the future of your farm?
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Lean into Your Storm: The Power of D.A. Davidson’s Bison

Lean into Your Storm: The Power of D.A. Davidson’s Bison

A revered mammal, the bison symbolizes culture, tradition and strength—and D.A. Davidson. But what makes it so powerful and inspiring?
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D.A. Davidson Survey Finds That Two-Thirds of Americans Do Not Have an Estate Plan

D.A. Davidson Survey Finds That Two-Thirds of Americans Do Not Have an Estate Plan

Did you know that only one in three American adults has an estate plan, and of those who do have one, 20% have not updated it in the last five years? Read on for tips on how you can create a thorough plan that works for you.
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Why You Should Regularly Review Your Financial and Estate Documents

Why You Should Regularly Review Your Financial and Estate Documents

As life changes, so do federal and state estate tax laws, and your financial situation. Here are four reasons why you should regularly review your financial and estate documents.
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Dividend Strategies

Dividend Strategies

How much do you know about dividends? Our Wealth Management Research team breaks down how to use dividends to upgrade quality and augment long-term returns.
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What a Recession Means for Markets

What a Recession Means for Markets

2022 has been a difficult year for investors, especially in U.S. equity markets. Are we in a recession? What does the current environment mean for companies and investors?
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Budgeting for Inflation

Budgeting for Inflation

Over the past 15 months, many Americans have cut back on discretionary spending and prioritized saving for their long-term future. It is important to know that steps you take now to combat inflation can have a significant impact on your savings down the line.
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What to Do When You Lose a Loved One: Actions to Take

What to Do When You Lose a Loved One: Actions to Take

Losing someone close to you can be extremely difficult—and even more overwhelming—if you are responsible for funeral arrangements and settling personal affairs. We provide a useful checklist to get you headed in the right direction.
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Electric vs. Gas Vehicles: Consider These 4 Things

Electric vs. Gas Vehicles: Consider These 4 Things

With the global market share for electric vehicles doubling in 2021, millions of auto owners are now making the switch to plug-in cars. When considering which type of vehicle to purchase, it is important to take into account your personal priorities and driving habits.
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