Perspectives & Insights

A little preparation at home can make a meaningful difference if something unexpected happens during your travels and can give you—and your loved ones—peace of mind while you’re away.

Understanding how to approach a windfall thoughtfully, while avoiding common pitfalls, can help set the foundation for lasting financial confidence.

Catherine Lara finds meaning in guiding clients through the financial processes associated with loss.

When most people think about financial planning, they picture a finished product. But if you talk to people who have worked with a financial advisor for many years, they often describe the real value of the relationship a little differently.

Davidson Investment Advisors’ first-quarter commentary provides insights into the U.S. equity, taxable fixed income, municipal fixed income, and international equities markets.

The Iran War injected an unexpected shock to markets in March, driving surging oil prices and interest rates, and steep declines in equities.

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.

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.

Markets are entering 2026 with optimism—but also heightened volatility, policy uncertainty, and rapid shifts in investor sentiment.