D.A. Davidson Companies’ Post

Davidson Investment Advisors’ latest market commentary covers the U.S. Equities Market’s not-so-balanced diet, the eye of the bondholder in the U.S. Taxable Fixed Income Market, the bumpy yield in the U.S. Municipal Fixed Income Market, and the global phenomena in the International Equities Market. Read the full document below for more details.

Inflation concerns? Looking beyond growth stocks? Catch the full episode on Yahoo Finance with D.A. Davidson’s Director of Wealth Management Research, James Ragan. James suggests diversifying your portfolio and discusses bond rallies and sector rotations. Watch the full episode here: https://dadvdsn.co/3S5NnUV #TheStrengthOfAdvice #WealthManagement #MarketInsights

If you’re feeling financial anxiety due to election results, rest assured—you’re in good company. A substantial 78% of Americans share this sentiment. Market turbulence often mirrors short-term fluctuations, but it’s crucial to stay focused on your long-term objectives. Remember, regardless of the election outcome, the market eventually reverts to fundamentals. Read more on our findings: https://dadvdsn.co/3Wfm5Oq

Despite better-than-expected gains in June, the U.S. labor market is showing signs of deceleration. The unemployment rate has risen to its highest level in 2½ years, and wage growth is trending lower. This slowdown could impact consumer spending and aligns with the Fed’s stance on moderating economic growth. With the Fed likely to lower interest rates, what does this mean for the financial market? To read more about these topics and to understand their potential impact on the market, read the full document below. ⬇

In case you missed it, we recently opened an office in Franklin, Tennessee, with the addition of Lynch Wealth Management. Welcome to the D.A. Davidson team! https://dadvdsn.co/45zRMoD

Join Wealth Management Research Director James Ragan, CFA as he looks back at the first half of 2024. The S&P 500 surged, outperforming historical averages with a year-to-date gain of 14.8%. Large tech companies like Nvidia, Facebook Meta Platforms, Alphabet, Amazon, and Microsoft drove this impressive rally. For specific recommendations and strategies, reach out to your D.A. Davidson financial professional, or visit dadavidson.com to find a financial professional near you. 🔗 https://lnkd.in/gUcv2BA2

The S&P 500 delivered robust performance in the first half of 2024, primarily fueled by the Technology sector, with Semiconductors leading the way. GenAI chip sales surpassed expectations. However, risk levels escalated due to the concentration of gains in the Tech sector. Looking ahead to the second half, investors should consider factors like economic growth, election uncertainty, and market valuations. The upcoming presidential election could introduce volatility, while the third quarter is expected to start slowly due to the July 4th holiday. Read the full document below for more insights.

The golf season is upon us, and we’re thrilled to support Scott Gutschewski! Wishing him luck as he tees off for a promising season. Stay tuned for some exciting golf! #DADavidson #TheStrengthOfAdvice