Hales Newman Wealth Management, Advisors with D A Davidson & Co

Hales Newman Wealth Management, Advisors with D A Davidson & Co Helping you navigate Life’s Key Moments with clarity and confidence.

Interest rates may stay higher for longer than expected—and that could have a direct impact on your financial decisions....
06/25/2026

Interest rates may stay higher for longer than expected—and that could have a direct impact on your financial decisions.

From borrowing costs to savings opportunities, even small rate changes can add up over time. Staying disciplined with your plan and focusing on what you can control is key in any rate environment.

Here’s a clear breakdown of what this could mean for your money.

Just weeks ago, investors were debating when interest rates would fall. Now, some Federal Reserve officials are talking about rate hikes instead.

The sun is shining, the days are longer, and summer is officially here! Here’s to a bright season ahead.
06/23/2026

The sun is shining, the days are longer, and summer is officially here! Here’s to a bright season ahead.

The influence of a great father lasts.Today we recognize the men who lead by example and make a difference across genera...
06/21/2026

The influence of a great father lasts.

Today we recognize the men who lead by example and make a difference across generations.

Happy Father’s Day from D.A. Davidson.

In observance of Juneteenth, we will be closed Friday, June 19.
06/19/2026

In observance of Juneteenth, we will be closed Friday, June 19.

From private wealth tools to timely market insights, you’ll have access to subject matter experts when you need them. No...
06/17/2026

From private wealth tools to timely market insights, you’ll have access to subject matter experts when you need them. No pressure. Just partnership. Ready to make a change? Reach out to set up a confidential conversation today! https://dadvdsn.co/3V0ltdq

06/16/2026

Hard to beat this view from our Seattle office at D.A. Davidson today — with FIFA in town.





Recent headlines about Social Security can feel unsettling, but they also serve as a good reminder of why having a perso...
06/12/2026

Recent headlines about Social Security can feel unsettling, but they also serve as a good reminder of why having a personalized retirement plan matters.

While Social Security is expected to remain an important source of retirement income, planning beyond one income stream is key to long-term financial confidence. Reviewing your strategy regularly can help you stay prepared for whatever changes may come.

If retirement planning is on your mind, now is a good time to revisit the conversation.

Read more from CNBC:

The Social Security Administration has released a report with new projections as to when the trust funds that help pay benefits may be depleted.

Congratulations to the class of 2026! Your hard work, dedication, and resilience have paid off. Wishing you all a bright...
06/10/2026

Congratulations to the class of 2026! Your hard work, dedication, and resilience have paid off. Wishing you all a bright and successful future ahead!

Student loan rates are set to edge higher again next year—another reminder of how broader interest rate trends can direc...
06/08/2026

Student loan rates are set to edge higher again next year—another reminder of how broader interest rate trends can directly impact long-term financial decisions.

Even small increases can add up over time, making it more expensive to finance education. It’s a good opportunity to take a step back, evaluate funding strategies, and plan proactively.

How are you thinking about balancing education costs with long-term financial goals?

Federal student loan interest rates will rise in the 2026-27 academic year, according to an exclusive analysis provided to CNBC.

Davidson Institute, our largest firmwide event, brings advisors together to share what’s working, what's changing, and w...
06/04/2026

Davidson Institute, our largest firmwide event, brings advisors together to share what’s working, what's changing, and where the business is headed.

It’s a reflection of the kind of culture we’ve built at D.A. Davidson. Thoughtful, collaborative, and focused on long-term growth.

What would it look like to build your business at D.A. Davidson and take your career further? Explore more: https://dadvdsn.co/3V0ltdq


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