Perspectives & Insights

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

During the third quarter of 2026, renewed inflation concerns pushed the 10-year Treasury yield approximately 85 basis points higher to nearly 5.3%. Municipal yields followed, and the Morningstar US Municipal Bond Index declined 5.9% during the quarter. As rates moved higher and prices moved lower, a growing portion of the municipal bond market began trading at discounts to par value.

Good communication is important in so many aspects of life, and family finances are no exception. A Family Wealth Meeting offers a structured, inclusive way to break that silence and build a foundation for long-term success.

Understanding one of the most fundamental financing tools in capital markets.

Election results can lead to policy changes, and change breeds uncertainty. In financial markets, uncertainty often drives volatility and can leave investors on edge, but election angst should not become investment angst.

We’ve identified some of the most commonly questioned records and created a handy chart for you to download and print.

Davidson Investment Advisors joins the podcast "Weekly Market Impact" for a conversation about bonds and the municipal market.

Proactive planning can help you protect your financial security, whether you’re already retired or are preparing to do so.

Michael Shlisky shares how the research industry has evolved, but the importance of one-on-one relationships remains.