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

11/02/2026

Should Alphabet split its search business from its cloud business?

D.A. Davidson's Head of Technology Research, Gil Luria, joins CNBC to discuss the quarterly earnings results of Alphabet and Microsoft, impact of AI chatbots on Alphabet’s search business, and more.

Gil Luria, D.A. Davidson head of technology research, joins 'Squawk Box' to discuss the quarterly earnings results of Alphabet and Microsoft, impact of AI chatbots on Alphabet's search business,

10/31/2026

Happy Halloween! Hope your day is filled with good company, plenty of treats and just the right amount of spooky fun. 🎃

10/28/2026

Following Anthropic’s IPO filing, its growth and path to profitability are in focus.

Gil Luria, Managing Director and Head of Technology Research at D.A. Davidson, joins CNBC to discuss the company’s outlook and what could be ahead.

Gil Luria of D.A. Davidson discusses Anthropic's earnings power. He argues that with growing competition from OpenAI and the growing list of open-source AI models, Anthropic and OpenAI's power will likely to be limited to just the most important, mission-critical applications that use the most advan...

10/26/2026

📣 Social Security Announces 3.6 Percent Benefit Increase for 2027 📣

The Social Security Administration recently announced a 3.6% cost-of-living adjustment (COLA) for 2027—the highest in four years. Changes like these can have a meaningful impact on your retirement income plan.

Read more about the change and what it may mean for retirees: https://dadvdsn.co/3VUiAPP

10/22/2026

Has Walmart gotten too expensive?

Michael Baker, Managing Director and Senior Research Analyst at D.A. Davidson, joins CNBC to talk Walmart’s recent expansion areas, its valuation compared to other retailers, risks to the stock, and more.

Michael Baker, Managing Director and Senior Research Analyst at D.A. Davidson, joins 'Closing Bell Overtime' to talk Walmart's recent expansion areas, its valuation compared to other retailers, risks to the stock, and more.

10/20/2026

How are corporate earnings shaping today's market environment? James Ragan examines recent earnings trends, market performance, and key developments investors are watching.

In this month's Market Insight, James Ragan discusses strong corpor...

10/16/2026

Despite ongoing uncertainty around inflation, interest rates, and geopolitical events, economic growth and corporate earnings have remained resilient. In our latest outlook, D.A. Davidson's Wealth Management Research team discusses the forces shaping markets today and why they remain constructive on equities heading into 2027.

Read the full report: https://dadvdsn.co/4hUc44h

10/14/2026

Are you ready to experience a firm that works WITH you to find solutions for you and your clients?

Our growing firm offers the strength of a proven suite of tools, technology, and solutions, while remaining nimble enough to say yes to the opportunities that are important to you and your clients.

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10/12/2026

When was the last time your family had an honest conversation about money?

While these discussions can feel uncomfortable, they're often some of the most important ones to have. A Family Wealth Meeting can help families communicate more openly and prepare for the future together.

Read more here: https://dadvdsn.co/3UeuAes

10/05/2026

How are higher interest rates affecting today's markets? This week's research update explores rising Treasury yields, narrowing equity market leadership, and the key inflation and labor market data investors are watching as the fourth quarter begins.

https://dadvdsn.co/4hilzd5