Newsletters
2025 Q4: Trends to Watch in 2026
From technology to defense spending, we cover the trends you'll want to watch in 2026.
2025 Q4: What's New at Owen Legacy Group
From Snowdays to Birthdays, our team had an eventful Q4. Catch up with our winter adventures here.
2025 Q4: Fourth Quarter 2025 Investment Commentary
A strong year for both U.S. and international markets, falling volatility, and steady economic growth sets a constructive tone for 2026, though high valuations and shifting policy underscore the need for disciplined, selective investing.
2025 Q3: D.A. Davidson Days — Celebrating 90 Years of Giving
In celebration of our 90th anniversary, D.A. Davidson associates nationwide gave back through local volunteer efforts. Discover how our Bozeman team supported Montana State University and joined a firmwide movement of impact and gratitude.
2025 Q3: What's New at Owen Legacy Group
From Bozeman adventures to milestone celebrations, our team made the most of summer 2025. Catch up on family fun, travel tales, and seasonal transitions as we head into fall with fresh energy and gratitude.
2025 Q3: Third Quarter 2025 Investment Commentary
Strong earnings and easing monetary policy fueled Q3 market gains across asset classes. Explore our latest investment commentary, including equity trends, fixed-income outlooks, and guidance for navigating volatility with confidence.
2025 Q2: Securities Based Lending
Need flexible cash without disrupting your investments? Learn how a securities-based line of credit works, its benefits and risks, and whether it might be a smart fit for your financial goals.
2025 Q2: Second Quarter 2025 Investment Commentary
Explore the key drivers behind this quarter’s global market rally—from strong earnings and AI optimism to central bank signals and currency trends. Plus, get insights on portfolio positioning, inflation dynamics, and the outlook for rates and risk.
2025 Q2: What's New at Owen Legacy Group
Catch up with the team as they dive into summertime adventures! From graduations and road trips to hiking trails and concerts, here's how Owen Legacy Group is making the most of the season.
2025 Q1: First Quarter 2025 Investment Commentary
Discover how global markets fared in Q1, what drove volatility, and why diversification proved critical. This recap explores equity and bond performance, key policy developments, and portfolio positioning amid shifting conditions.
2025 Q1: What's New at Owen Legacy Group
We are so proud to inform you that our very own Anne Ashton has been asked to speak at the Third Annual Advisor Hub Women Advisors Summit in New York City this month.
2025 Q1: When the Market Gives You Lemons
With the markets experiencing sharp declines this year, it’s no surprise that many investors are feeling uneasy. But while downturns can be unsettling, they can also open the door to some valuable financial planning opportunities.
2024 Q4: Fourth Quarter 2024 Investment Commentary
The U.S. economy and the stock market proved much stronger than many had anticipated in 2024. The S&P 500 Index marched higher throughout the year finishing up 25%, while notching 57 new all-time highs, the sixth most since 1928, and finishing with consecutive annual gains of over 20% for the first time since the late 1990s.
2024 Q4: What's New at Owen Legacy Group
The Owens had a wonderful holiday season surrounded by family and full of fun. They were so glad to stay home and have Marisa’s parents visit from California for Thanksgiving. There is much to be thankful for, especially their newest addition, baby Theo! Christmas was a blast as usual, spent surrounded by the whole Owen clan. Christmas certainly feels a little different and more exciting with seven cousins under the age of ten.
2024 Q4: Market Trends to Watch in 2025
Our analysts at Davidson Investment Advisors put together a list of meaningful trends to watch in the coming year. These are big picture trends, not stock ideas, that give us all something to think about for 2025.
2024 Q3: What's New at Owen Legacy Group
Please help us welcome the newest addition to the Owen Legacy Group, Sophie Millington, who joined the team as a client associate in August 2024. A Bozeman native...
2024 Q3: Third Quarter 2024 Investment Commentary
It was far from a quiet summer for the financial markets, which have been volatile as investors parsed through economic data attempting to gauge whether the economy will slow, and how much the Federal Reserve would need to lower interest rates to prevent a recession. Toward the end of the quarter, the Fed opted for a bold start to its shift in policy...
Happy Birthday D.A. Davidson
October 14 marks a special day in our firm’s history as it was that day in 1935 that David Adams (D.A.) Davidson opened an office in Great Falls, Montana, which began the journey of...
Investing During an Election Year
Navigating the market during an election year can be daunting for many investors. Concerns often arise from uncertainties about the incoming administration, international relations, and the potential for market fluctuations...
Blue Zones Power 9: Lifestyle Habits of the Healthiest, Longest-Lived People
The world’s longest-lived people don’t pump iron, run marathons, or join gyms. Instead, they live in environments that constantly nudge them into moving without thinking about it. They grow gardens and don’t have mechanical conveniences for house and yard work.
Helpful Information on Alzheimer's Disease and Dimentia
Is a person close to you suffering from Alzheimer’s disease, or are you concerned that he or she may be? Alzheimer’s is an increasingly common disorder. Learn about its symptoms, what to do if someone you love may have Alzheimer’s, and what to expect as the disease progresses through its natural phases.
Considering a 529 Plan to Roth IRA Rollover?
Thanks to a change in the federal tax law that went into effect January 1, 2024, you may be able to roll 529 Plan savings into a Roth IRA without triggering income taxes or penalties. This guide is designed to help you identify those key decision points that may be important to you when considering whether a 529 Plan to Roth IRA is right for you. Of course, you should always consult your personal tax advisor for specific...
2024 Q2: Second Quarter 2024 Investment Commentary
In the second quarter of 2024, the U.S. economy remained resilient in an environment where inflation and interest rates remained higher than expectations. Tighter monetary policy was offset by accommodative fiscal policy, and a still strong US consumer.
2024 Q2: What's New at Owen Legacy Group
What's New at the Owen Legacy Group2024 Q2 Edition MORGAN OWEN, CFP®Senior Vice President, Financial Advisor, Portfolio ManagerMorgan and his family have had a fun filled winter with plenty of adventures. Oliver is loving learning how to ski, and the Owens have enjoyed weekend trips to a handful of different Montana ski areas this winter. As the snow begins to melt, Morgan, Marisa, and Oliver are looking forward to longer warmer days and getting out on the river and golf
2024 Q1: Financial Literacy Month
At OLG, every month is Financial Literacy Month, but we’re happy there’s a dedicated month for the rest of the country to celebrate! This April, we have ideas for you on ways to improve your financial literacy or the financial literacy of those closest to you.
2024 Q1: First Quarter 2024 Investment Commentary
In the first three months of 2024, the U.S. economy remained resilient despite short-term interest rates sitting near 20-year highs. Noteworthy in the quarter was the continuing robustness in the labor market, stronger-than-anticipated corporate earnings, and a convergence of market participants’ aggressive forecast of rate cuts with the Fed’s own projections. Retail sales pulled back, but the trend remains positive.
2024 Q1: What's New at Owen Legacy Group
2024 started off on a high note for Kaylee and Tanner. They got married in January in Cancun. They had the most amazing week in paradise with their closest friends and family. The wedding day was even more magical than Kaylee could have drempt. They kept the party going and had a reception in Butte with all the people who couldn’t make it to Mexico. While they have loved every minute of getting to celebrate their love, they are looking forward to things winding down and settling into...
2023 Q4: What's New at Owen Legacy Group
Morgan and his family had a busy fall enjoying the unseasonably warm weather. Morgan went to North Dakota with his dad Tim for a pheasant hunting trip in October. North Dakota never disappoints; there are always plenty of birds. They have been busy teaching Oliver how to ice skate. He is picking it up quickly and will soon be playing hockey just like his dad. They were also blessed to be able to travel as a family to California for the holidays. It was nice to spend some quality time and celebra
2023 Q4: Market Trends to Watch in 2024
Here are some of the Trends that we believe will be important to monitor in 2023 and beyond. Davidson Investment Advisors puts this piece together annually; it is-meant to provide some insight into exciting, disruptive, or otherwise new developments we anticipate to be impactful to businesses, consumers, and society. You may notice that some of our discussions are follow-on and reference past years’ trend pieces. Perhaps that’s a good sign that we have indeed identified trends.
2023 Q4: Fourth Quarter Market Commentary & Portfolio Strategies
What a difference a year makes. In 2022, high inflation and the Fed’s commitment to tame it, led to sharply rising interest rates and negative returns for both stocks and bonds. In 2023, much to the surprise of many forecasters, global stock and bond markets ignored widespread expectations that we were headed for a recession and were able to shake off a host of uncertainties to post strong gains for the year. Aided by a powerful year-end rally, U.S. stocks (S&P 500 Index) jumped ne
2023 Q3: Third Quarter 2023 Investment Commentary
2023 Q3: Third Quarter 2023 Investment Commentary
2023 Q3: Artificial Intelligence (AI) Creates Waves of Opportunity
ARTIFICIAL INTELLIGENCE (AI) CREATES WAVES OF OPPORTUNITY
2023 Q3: What's New at Owen Legacy Group
What's New at the Owen Legacy Group - 2023 Q3 Edition
2023 Q3: D.A. Davidson Giving Day 2023
D.A. Davidson Day 2023
2023 Q2: Second Quarter 2023 Investment Commentary
Global equities continued to rally in the second quarter, led by surging U.S. mega-cap technology and growth stocks, particularly anything related to Artificial Intelligence (AI). The S&P 500 index gained 6.6% in June and 8.7% in the second quarter, driving its year- to-date return to 16.9% overall...
2023 Q2: Disaster Readiness
Planning for the unexpected can be beneficial to your family and your financial health. Disaster gives no warning before it strikes — take the time now to prepare for an unforeseen event.
2023 Q2: Summer Fun in Montana
SUMMER FUN IN MONTANA - Summer is finally here and before we know it, the snow will be falling again. We thought we would give you a list of our favorite day trips in and around Bozeman to inspire you to make the most of this fleeting season.
2023 Q2: What's New at Owen Legacy Group
What's New at the Owen Legacy Group - Associate Leah’s news over the last year has been filled with adventure and new things, and this quarter is no exception with one of her biggest adventures yet on the horizon...
2023 Q1: First Quarter 2023 Investment Commentary
THIRD QUARTER 2022 INVESTMENT COMMENTARY MARKET RECAP After a very difficult first half of the year, equity markets rebounded in July and August on investor hopes of an easing in inflation and a Fed pivot or pause. The reprieve was short-lived however, as stocks hit fresh lows in late September amid further aggressive central bank rate hikes and statements of further tightening to come.Global stocks (MSCI ACWI Index) fell 6.82% for the quarter and are down 25.63% for the year. The S&P 5
2023 Q1: What's New at Owen Legacy Group
What's New at the Owen Legacy Group2022 Q4 Edition CARRIE MCALEER, FPQP™, CWS® Senior Registered Associate Carrie, Jon and Brody had a very special Christmas this year with the arrival of Finley Mary McAleer in the early morning of December 6. Weighing 7 pounds, 1 ounce and measuring 21 inches long, she is the perfect addition to their family. Big brother, Brody, was initially unsure of this noisy newcomer, but has since warmed up to the idea of a little sister. He is no
2023 Q1: Client Access Enhancements: Important Updates Coming Your Way
We are pleased to inform you of several upcoming enhancements to D.A. Davidson’s Client Access website. These include expanded enrollment for all account owners and a new Secure Document Share feature. To help us implement these changes and evolve your online experience, we will require current Client Access users to complete an enrollment update starting April 27, 2023. Through this update, you will verify your identity, confirm your eDelivery preferences, and refresh your security q
2022 Q4: Fourth Quarter 2022 Investment Commentary
An extremely difficult year in the financial markets ended on a down note for U.S. stocks...
2022 Q4: What's New at the Owen Legacy Group
Carrie, Jon and Brody had a very special Christmas this year with the arrival of Finley Mary McAleer...
2022 Q4: Market Trends to Watch in 2023
Here are some of the Trends that we believe will be important to monitor in 2023 and beyond...
2022 Q1: The Economy and Markets After a First-Quarter Roller Coaster
Dr. David Kelly is the Chief Global Strategist at J.P. Morgan Asset Management and is one of our favorite economists for a digestible economic commentary. We hope you find this article informative and clarifying.
2022 Q3: What's New at the Owen Legacy Group
What's New at the Owen Legacy Group: Please help us welcome the newest addition to the Owen Legacy Group, Kaylee Simkins...
2022 Q3: Third Quarter 2022 Investment Commentary
Third Quarter 2022 Investment Commentary: After a very difficult first half of the year, equity markets rebounded in July and August on investor hopes of an easing in inflation and a Fed pivot or pause...
2022 Q3: The Slope of the Inflation Slide
Article: The Slope of the Inflation Slide, by David Kelly, Chief Global Strategist at J.P. Morgan Asset Management
2022 Q2: What's New at the Owen Legacy Group
What's New at the Owen Legacy Group: Summer has finally arrived, and the McAleer clan couldn’t be more excited...
2022 Q2: Budgeting for Inflation
Budgeting for Inflation: Where to Cut Back. Now is time to take a hard look at your budget...
2022 Q1: What's New at the Owen Legacy Group
What's New at the Owen Legacy Group: With such a mild winter in the valley this year, Leah spent much of her outdoor time hiking instead of snowboarding...