To Coin a Phrase Blog Archive
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2025
- Feb 21, 2025 Wrapping Up Feb 21, 2025
- Feb 20, 2025 Lago on Yahoo! Finance Feb 20, 2025
- Feb 19, 2025 Lessons Learned from the California Wildfires Feb 19, 2025
- Feb 18, 2025 Lago on CNBC Closing Bell Feb 18, 2025
- Feb 14, 2025 Falling Snow, Rising Inflation Feb 14, 2025
- Feb 14, 2025 2024 Annual Report Feb 14, 2025
- Feb 7, 2025 Tariff Tantrum Feb 7, 2025
- Feb 6, 2025 2025 Investment Outlook Webinar Video: Lessons Learned Feb 6, 2025
- Jan 31, 2025 Hold Your Fire Jan 31, 2025
- Jan 28, 2025 Ferguson Wellman Provides Their Top Five Investment Themes for 2025 Jan 28, 2025
- Jan 27, 2025 Pahlow on KOIN Wallet Wednesday Jan 27, 2025
- Jan 24, 2025 Signal or Noise Jan 24, 2025
- Jan 17, 2025 Real Estate Investing: The Good, the Bad and the Office Space Jan 17, 2025
- Jan 15, 2025 Understanding the SECURE 2.0 Act: Key Changes for 2025 Jan 15, 2025
- Jan 10, 2025 New Year, Same Fluctuating Economy Jan 10, 2025
- Jan 7, 2025 Outlook 2025 Jan 7, 2025
- Jan 7, 2025 Wealth Management Insights First Quarter 2025 Jan 7, 2025
- Jan 3, 2025 Trees Don’t Grow to the Sky Jan 3, 2025
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2024
- Dec 27, 2024 Remember Tomorrow Dec 27, 2024
- Dec 20, 2024 Reason or Excuse? Dec 20, 2024
- Dec 18, 2024 Working With Your Team of Financial Professionals Dec 18, 2024
- Dec 13, 2024 Trimming the Fat: Uncle Sam's New Diet Plan Dec 13, 2024
- Dec 12, 2024 Proper Structuring of an Irrevocable Life Insurance Trust (ILIT) Dec 12, 2024
- Dec 6, 2024 Turning the Page Dec 6, 2024
- Nov 29, 2024 Glass Half Full for the Holidays Nov 29, 2024
- Nov 22, 2024 The Battle for Retail Nov 22, 2024
- Nov 20, 2024 Optimizing Your Finances at Year End Nov 20, 2024
- Nov 15, 2024 The Hidden Strain Behind Economic Data Nov 15, 2024
- Nov 13, 2024 KXL Radio Interviews with Ferguson Wellman Nov 13, 2024
- Nov 8, 2024 The Election and Interest Rates Nov 8, 2024
- Nov 1, 2024 Trick or Treat Nov 1, 2024
- Oct 25, 2024 Ferguson Wellman and West Bearing Recognized at 2024 Corporate Philanthropy Awards Oct 25, 2024
- Oct 25, 2024 High Hurdle Oct 25, 2024
- Oct 18, 2024 Setting the Stage Oct 18, 2024
- Oct 17, 2024 Wealth Management Insights Fourth Quarter 2024 Oct 17, 2024
- Oct 17, 2024 Wealth Management Insights Video Fourth Quarter 2024 Oct 17, 2024
- Oct 16, 2024 The Importance of Per Stirpes and Per Capita Elections in Estate Planning and Beneficiary Designations Oct 16, 2024
- Oct 11, 2024 Two Years Later Oct 11, 2024
- Oct 4, 2024 A Market Moving Week: Both at Home and Abroad Oct 4, 2024
- Oct 4, 2024 Investment Strategy Video Fourth Quarter 2024 Oct 4, 2024
- Oct 4, 2024 Market Letter Fourth Quarter 2024 Oct 4, 2024
- Sep 27, 2024 Home Sweet Home Economics: Decoding the Fed's Impact on Housing Sep 27, 2024
- Sep 20, 2024 Big Week for the Number 50 Sep 20, 2024
- Sep 17, 2024 Considering a Move? What To Know About Changing Domicile Sep 17, 2024
- Sep 13, 2024 Time to Pivot Sep 13, 2024
- Sep 6, 2024 Jobs > Inflation Sep 6, 2024
- Aug 30, 2024 Labor (To)day Aug 30, 2024
- Aug 23, 2024 Too Big for Texas Aug 23, 2024
- Aug 21, 2024 Business Owners & The Changing Buy-Sell Agreement Landscape Aug 21, 2024
- Aug 16, 2024 What to Expect When You're Expecting (a Rate Cut) Aug 16, 2024
- Aug 9, 2024 Win Sahm, Lose Sahm Aug 9, 2024
- Aug 2, 2024 The Devil (and Dove) Are in the Details Aug 2, 2024
- Jul 26, 2024 Faster Growth, Slower Inflation Jul 26, 2024
- Jul 26, 2024 IRS Publishes Clarification on SECURE Acts Jul 26, 2024
- Jul 19, 2024 Rotation Jul 19, 2024
- Jul 17, 2024 Discovering the Hidden Gem of Your Portfolio: Net Unrealized Appreciation Jul 17, 2024
- Jul 16, 2024 Wealth Management Insights Video Third Quarter 2024 Jul 16, 2024
- Jul 12, 2024 Fiscal Irresponsibility Jul 12, 2024
- Jul 5, 2024 Tale of the 10-Year Treasury Jul 5, 2024
- Jul 5, 2024 Investment Strategy Video Third Quarter 2024 Jul 5, 2024
- Jul 2, 2024 Wealth Management Insights Third Quarter 2024 Jul 2, 2024
- Jul 1, 2024 Market Letter Third Quarter 2024 Jul 1, 2024
- Jun 28, 2024 Steady As She Goes Jun 28, 2024
- Jun 21, 2024 Nvidia Briefly Takes the Crown Jun 21, 2024
- Jun 14, 2024 Hawks vs. Stocks Jun 14, 2024
- Jun 7, 2024 A Loosening Jobs Market Jun 7, 2024
- Jun 4, 2024 Quarterly Publication Focus: Planning for an Alternate Scenario Jun 4, 2024
- May 31, 2024 Vibecession May 31, 2024
- May 29, 2024 Quarterly Publication Focus: Ensuring Continuity in 529 Plans May 29, 2024
- May 24, 2024 Talkin' 'Bout My Generation May 24, 2024
- May 22, 2024 Higher Education: Which Path Is Right for You? May 22, 2024
- May 16, 2024 Patience Pays May 16, 2024
- May 15, 2024 Quarterly Publication Focus: Planning for our Children's Future May 15, 2024
- May 10, 2024 Putting the ‘Income’ Back in Fixed Income May 10, 2024
- May 7, 2024 Planning for an Alternate Scenario May 7, 2024
- May 6, 2024 Quarterly Publication Focus: So Far, So Good May 6, 2024
- May 6, 2024 Planning for Our Children's Future May 6, 2024
- May 3, 2024 Mega-Cap Earnings in Focus May 3, 2024
- Apr 26, 2024 Why Does Everything Feel So Expensive? Apr 26, 2024
- Apr 24, 2024 2024 Required Minimum Distributions for IRA Beneficiaries Waived Again by IRS Apr 24, 2024
- Apr 19, 2024 Two Steps Forward, One Step Back Apr 19, 2024
- Apr 17, 2024 Houle on KOIN Wallet Wednesday Apr 17, 2024
- Apr 12, 2024 Is 3% the New 2%? Apr 12, 2024
- Apr 11, 2024 Second Quarter 2024 Investment Strategy Video: So Far, So Good Apr 11, 2024
- Apr 10, 2024 Helping the Next Generation with Buying a Home Apr 10, 2024
- Apr 9, 2024 Market Letter Second Quarter 2024: So Far, So Good Apr 9, 2024
- Apr 8, 2024 Wealth Management Insights Second Quarter 2024: Planning for Our Children's Future Apr 8, 2024
- Apr 5, 2024 Commercial is not 2008 Residential Apr 5, 2024
- Mar 28, 2024 A Good Year In a Few Months: The U.S. Stock Market's Remarkable Rally Mar 28, 2024
- Mar 22, 2024 The End of an Era Mar 22, 2024
- Mar 15, 2024 What Goes Up, Must Come Down ... Eventually Mar 15, 2024
- Mar 13, 2024 Things to Know Around Tax Time Mar 13, 2024
- Mar 8, 2024 S is for Shrinkflation Mar 8, 2024
- Mar 1, 2024 2023 Annual Report Mar 1, 2024
- Mar 1, 2024 Productivity = Prosperity Mar 1, 2024
- Feb 29, 2024 Ferguson Wellman Shareholders Elect Frankel and Norris to the Board Feb 29, 2024
- Feb 23, 2024 Do Trees Grow to the Sky? Feb 23, 2024
- Feb 20, 2024 Investment Outlook 2024 Video: Sticking the Landing Feb 20, 2024
- Feb 16, 2024 The Last Mile Feb 16, 2024
- Feb 15, 2024 Norris Interviewed by KXL Radio Feb 15, 2024
- Feb 14, 2024 Double Your Savings With a Spousal IRA Feb 14, 2024
- Feb 9, 2024 ”Is It Over Now?” Feb 9, 2024
- Feb 7, 2024 2024 Key Numbers Related to Wealth Planning Feb 7, 2024
- Feb 2, 2024 Just More of It Feb 2, 2024
- Feb 2, 2024 Oregon Business Magazine Names Ferguson Wellman Number One on Financial Planners Powerlist Feb 2, 2024
- Feb 1, 2024 Lago and Pahlow Promoted to New Leadership Roles Feb 1, 2024
- Jan 26, 2024 Unexpected Bounce: U.S. GDP Defies Gravity Jan 26, 2024
- Jan 25, 2024 2024 Investment Outlook Webinar Video: Sticking the Landing Jan 25, 2024
- Jan 24, 2024 Do I Need to Sell My Investment? Jan 24, 2024
- Jan 19, 2024 Strong Start Jan 19, 2024
- Jan 16, 2024 Wealth Management Insights: The Value of Planning Jan 16, 2024
- Jan 16, 2024 2024 Outlook Publication: Sticking the Landing Jan 16, 2024
- Jan 12, 2024 What's Next for Interest Rates? Jan 12, 2024
- Jan 5, 2024 Not Too Hot, Not Too Cold Jan 5, 2024
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2023
- Dec 29, 2023 Reflections Dec 29, 2023
- Dec 22, 2023 Holiday Jubilation Dec 22, 2023
- Dec 19, 2023 Hitting the Essentials Before Year-End Dec 19, 2023
- Dec 15, 2023 Crystal Ball or Magic 8 Ball? Dec 15, 2023
- Dec 11, 2023 Scott Christianson, CFP®, in Business Matters Dec 11, 2023
- Dec 8, 2023 A Different Type of Housing Crisis Dec 8, 2023
- Dec 8, 2023 Ferguson Wellman Recognized as a Most Admired Company by Portland Business Journal Dec 8, 2023
- Dec 1, 2023 'Tis the Season for Tradition Dec 1, 2023
- Nov 24, 2023 Giving Thanks (And Talking Drama) Nov 24, 2023
- Nov 22, 2023 Congratulations on the Newest Member of Your Family Nov 22, 2023
- Nov 20, 2023 InvestmentNews Magazine Names Ferguson Wellman to Top Regional Fee-Only RIAs List Nov 20, 2023
- Nov 17, 2023 Early Holiday Cheer Nov 17, 2023
- Nov 10, 2023 Not So Fast, My Friend Nov 10, 2023
- Nov 3, 2023 More Gas, Same Brakes Nov 3, 2023
- Oct 31, 2023 Tips for Staying Secure Online Oct 31, 2023
- Oct 30, 2023 Ferguson Wellman and West Bearing Recognized at Corporate Philanthropy Awards Oct 30, 2023
- Oct 27, 2023 Mixed Signals Oct 27, 2023
- Oct 27, 2023 Ferguson Wellman 73 on Barron’s Top 100 RIA Firms List for 2023 Oct 27, 2023
- Oct 20, 2023 Rates and Rates Oct 20, 2023
- Oct 19, 2023 Wealth Management Insights Forum: Impactful Planning through Life's Phases Oct 19, 2023
- Oct 17, 2023 Staying Organized: Managing an Efficient Relationship with Your Tax Professional Oct 17, 2023
- Oct 13, 2023 Augmenting Intelligence Oct 13, 2023
- Oct 6, 2023 King Dollar and the Bond Vigilantes Oct 6, 2023
- Oct 4, 2023 Investment Strategy Video: Inflation's Flame Flickers Oct 4, 2023
- Oct 3, 2023 Fourth Quarter 2023 Market Letter: Inflation's Flame Flickers Oct 3, 2023
- Oct 3, 2023 Fourth Quarter 2023 Wealth Management Insights: Gifting IRA Funds to Charity and Other Smart Philanthropic and Tax Strategies Oct 3, 2023
- Sep 29, 2023 CNBC and Financial Advisor Names Ferguson Wellman to 2023 RIA Ranking Sep 29, 2023
- Sep 29, 2023 Legends of the Fall Sep 29, 2023
- Sep 22, 2023 Seasons Change But History Remains Sep 22, 2023
- Sep 15, 2023 Is China's Economic Dream in Trouble? Sep 15, 2023
- Sep 13, 2023 Medicare and Open Enrollment Season Sep 13, 2023
- Sep 8, 2023 The Waiting Place Sep 8, 2023
- Sep 7, 2023 Daibes Higgins on KOIN Wallet Wednesday Sep 7, 2023
- Sep 1, 2023 Cooling of the Labor Market Sep 1, 2023
- Aug 25, 2023 All Rise: What’s Driving Higher Interest Rates? Aug 25, 2023
- Aug 24, 2023 Building Healthy Money Habits for Kids Aug 24, 2023
- Aug 18, 2023 Dog Days of Summer Aug 18, 2023
- Aug 15, 2023 Ferguson Wellman Number 5 on Portland Business Journal Largest Money Management Firms List Aug 15, 2023
- Aug 11, 2023 The Pulse on Healthcare Inflation Aug 11, 2023
- Aug 4, 2023 When Is A Surprise Not A Surprise? Aug 4, 2023
- Jul 28, 2023 Last Hike of the Season Jul 28, 2023
- Jul 26, 2023 Will Social Security Be There for Me? Jul 26, 2023
- Jul 25, 2023 Oregon Business Magazine Names Ferguson Wellman to Top Financial Planners List Jul 25, 2023
- Jul 21, 2023 The Recession Expectation Conundrum Jul 21, 2023
- Jul 18, 2023 Third Quarter 2023 Investment Strategy Video: Standing Eight Count Jul 18, 2023
- Jul 14, 2023 Manic Frustration Jul 14, 2023
- Jul 12, 2023 Celebrating 10 Years: West Bearing Investments Jul 12, 2023
- Jul 10, 2023 Third Quarter 2023 Wealth Management Insights: An Empowered and Secure Retirement Jul 10, 2023
- Jul 10, 2023 Third Quarter 2023 Market Letter: Standing Eight Count Jul 10, 2023
- Jul 7, 2023 The Labor Market Holds the Key Jul 7, 2023
- Jun 30, 2023 First Half Fireworks Jun 30, 2023
- Jun 30, 2023 2023 Mid-Year Update Video Jun 30, 2023
- Jun 23, 2023 Thematic Investing in Artificial Intelligence Jun 23, 2023
- Jun 22, 2023 Lago on KOIN Wallet Wednesday Jun 22, 2023
- Jun 16, 2023 Hop, Skip and a Jump? Jun 16, 2023
- Jun 15, 2023 The Swiss Army Knife of Tax-Advantaged Accounts Jun 15, 2023
- Jun 9, 2023 Pahlow on KOIN Wallet Wednesday Jun 9, 2023
- Jun 9, 2023 Changing of the Guard Jun 9, 2023
- Jun 8, 2023 2022 Annual Report Jun 8, 2023
- Jun 2, 2023 Puget Sound Business Journal Names Ferguson Wellman to Wealth and Asset Management List Jun 2, 2023
- Jun 2, 2023 Better Late Than Never Jun 2, 2023
- May 26, 2023 Debt Drama Update May 26, 2023
- May 19, 2023 A Nifty Fifty Redux? May 19, 2023
- May 18, 2023 Solutions for Excess Funds in a 529 Education Savings Plan May 18, 2023
- May 12, 2023 Slowing Progress May 12, 2023
- May 5, 2023 A Lot to Digest May 5, 2023
- Apr 28, 2023 Gradual, Then Suddenly Apr 28, 2023
- Apr 26, 2023 Wealth Management Insights: Caring for Ourselves and Our Loved Ones Apr 26, 2023
- Apr 21, 2023 A Debt Ceiling Primer Apr 21, 2023
- Apr 21, 2023 Selecting a Trustee and Executor Apr 21, 2023
- Apr 14, 2023 Spring Has Sprung Apr 14, 2023
- Apr 12, 2023 Wealth Management Insights Q2 2023: Keeping Your Estate Planning and Education Funding on Track Apr 12, 2023
- Apr 11, 2023 Market Letter: Stalemate Apr 11, 2023
- Apr 11, 2023 Investment Strategy Video: Stalemate Apr 11, 2023
- Apr 7, 2023 21st Century Bicycle Apr 7, 2023
- Mar 31, 2023 In the Spotlight Mar 31, 2023
- Mar 30, 2023 Dickason Interviewed on KGW Mar 30, 2023
- Mar 24, 2023 Price Stability Versus Financial Stability Mar 24, 2023
- Mar 21, 2023 Upcoming Changes to Catch-Up Contributions Mar 21, 2023
- Mar 17, 2023 March Madness Started Early This Year Mar 17, 2023
- Mar 16, 2023 Chappell Authors Spokane Journal of Business Article Mar 16, 2023
- Mar 10, 2023 Higher for Longer Mar 10, 2023
- Mar 3, 2023 Data > Headlines Mar 3, 2023
- Feb 24, 2023 Higher Inflation. Higher Fed Funds. Lower Stock Valuations. Feb 24, 2023
- Feb 17, 2023 Opportunity Costs Feb 17, 2023
- Feb 10, 2023 The Eleventh Hour Feb 10, 2023
- Feb 9, 2023 2023 Annual Limits for Tax and Wealth Planning Feb 9, 2023
- Feb 3, 2023 Summer of '69 Feb 3, 2023
- Feb 2, 2023 Wealth Management Insights Video: Planning for Incremental and Potentially Substantial Changes Feb 2, 2023
- Jan 27, 2023 Labor Market in Limbo Jan 27, 2023
- Jan 25, 2023 No New RMDs in 2023 Jan 25, 2023
- Jan 20, 2023 The Return of Income and Insurance Jan 20, 2023
- Jan 17, 2023 Wealth Management Insights First Quarter 2023: Planning for Incremental and Potentially Substantial Changes Jan 17, 2023
- Jan 13, 2023 2023 Investment Outlook Video Jan 13, 2023
- Jan 13, 2023 Extinguishing the Flame Jan 13, 2023
- Jan 13, 2023 2023 Outlook Publication Jan 13, 2023
- Jan 6, 2023 Turning the Page Jan 6, 2023
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2022
- Dec 30, 2022 Housing Crisis 2.0? Dec 30, 2022
- Dec 23, 2022 This Too Shall Pass Dec 23, 2022
- Dec 22, 2022 Optimizing the Tax Benefits of Charitable Giving Dec 22, 2022
- Dec 16, 2022 The Fed Holds Fast Dec 16, 2022
- Dec 14, 2022 Opportunities for Strategic Tax and Philanthropic Planning Dec 14, 2022
- Dec 9, 2022 A December to Remember Dec 9, 2022
- Dec 6, 2022 Words That Inspire the Season Dec 6, 2022
- Dec 2, 2022 JOLT to the Job Market Dec 2, 2022
- Nov 30, 2022 Ferguson Wellman Recognized as a Portland Business Journal's Most Admired Company Nov 30, 2022
- Nov 25, 2022 The Return of Yield Nov 25, 2022
- Nov 18, 2022 Mixed Signals Nov 18, 2022
- Nov 14, 2022 Planning for a Successful Tax Filing Nov 14, 2022
- Nov 11, 2022 Divided We Stand Nov 11, 2022
- Nov 4, 2022 Groundhog Day Nov 4, 2022
- Nov 4, 2022 Reviewing Existing Life Insurance Policies Nov 4, 2022
- Oct 28, 2022 The Fed's Conundrum Oct 28, 2022
- Oct 25, 2022 Financial Planning Names Ferguson Wellman to RIA Leaders 2022 List Oct 25, 2022
- Oct 24, 2022 Lago Authors Spokane Journal of Business Article Oct 24, 2022
- Oct 21, 2022 Third Quarter Earnings Season Kicks Off Oct 21, 2022
- Oct 14, 2022 King Dollar Oct 14, 2022
- Oct 13, 2022 Anderson on KOIN Wallet Wednesday Oct 13, 2022
- Oct 7, 2022 The Bear Market Bounce Oct 7, 2022
- Oct 4, 2022 CNBC and Financial Advisor Names Ferguson Wellman to 2022 RIA Ranking Oct 4, 2022
- Oct 3, 2022 Fourth Quarter 2022 Investment Strategy Video: Bad News Is Good News Oct 3, 2022
- Oct 3, 2022 Fourth Quarter 2022 Wealth Management Insights: Strategic Tax and Philanthropic Planning Oct 3, 2022
- Oct 3, 2022 Fourth Quarter 2022 Market Letter: Bad News Is Good News Oct 3, 2022
- Sep 30, 2022 Round Trip Sep 30, 2022
- Sep 29, 2022 Ferguson Wellman Remains on Barron's Top 100 RIA Firms List for 2022 Sep 29, 2022
- Sep 29, 2022 Octavia Group: Ferguson Wellman's Private Family Office Sep 29, 2022
- Sep 23, 2022 Fed Pain Sep 23, 2022
- Sep 21, 2022 Social Security Claiming Considerations Sep 21, 2022
- Sep 16, 2022 Can't Catch a Break Sep 16, 2022
- Sep 9, 2022 Higher Rates to the Rescue Sep 9, 2022
- Sep 2, 2022 Where Are the Missing Workers? Sep 2, 2022
- Aug 30, 2022 Medicare: Understanding the Basics Aug 30, 2022
- Aug 26, 2022 No Blinking in the Tetons Aug 26, 2022
- Aug 19, 2022 The Funambulist Fed Aug 19, 2022
- Aug 17, 2022 Social Security Spousal Benefits Aug 17, 2022
- Aug 12, 2022 Inflation Redux Aug 12, 2022
- Aug 5, 2022 When Good News is Bad News Aug 5, 2022
- Aug 4, 2022 Bond Math Aug 4, 2022
- Jul 29, 2022 Daibes Higgins on KOIN Wallet Wednesday Jul 29, 2022
- Jul 29, 2022 A Year Like No Other Jul 29, 2022
- Jul 25, 2022 Recording: Mid-Year Economic Outlook Webinar with Portland and Puget Sound Business Journals Jul 25, 2022
- Jul 22, 2022 Dry Powder Jul 22, 2022
- Jul 20, 2022 Making the Most of All Your Benefits - Wealth Management Insights Video Jul 20, 2022
- Jul 20, 2022 Social Security Claiming Fundamentals Jul 20, 2022
- Jul 15, 2022 Rearview Mirror Jul 15, 2022
- Jul 8, 2022 Bonds Acting Like Bonds Jul 8, 2022
- Jul 8, 2022 Third Quarter 2022 Wealth Management Insights Publication: Making the Most of All Your Benefits Jul 8, 2022
- Jul 8, 2022 Third Quarter 2022 Market Letter: Balancing Act Jul 8, 2022
- Jul 6, 2022 Third Quarter 2022 Investment Strategy Video: Balancing Act Jul 6, 2022
- Jul 1, 2022 Paranoid Jul 1, 2022
- Jun 24, 2022 Norris Interviewed on Boise Public Radio Jun 24, 2022
- Jun 24, 2022 The Calm after the Storm Jun 24, 2022
- Jun 17, 2022 Party Like It's 1994 Jun 17, 2022
- Jun 10, 2022 Too Hot to Handle Jun 10, 2022
- Jun 3, 2022 Have Yields Peaked? Jun 3, 2022
- May 27, 2022 Shifting Demand May 27, 2022
- May 24, 2022 529 Plans: Common Misconceptions May 24, 2022
- May 20, 2022 The Correction Deepens May 20, 2022
- May 18, 2022 Capital Markets Update: Is This as Bad as It Gets? May 18, 2022
- May 18, 2022 529 Plan Update: A Material Change in Planning May 18, 2022
- May 16, 2022 Wealth Management Insights Video: Understanding the Impact of Ownership and Beneficiary Designations May 16, 2022
- May 12, 2022 Tug of War May 12, 2022
- May 12, 2022 Back in Black: the Resurgence of Oil May 12, 2022
- May 9, 2022 Wealth Management Insights Forum: Managing Wealth through Transitions May 9, 2022
- May 6, 2022 Fear and Greed May 6, 2022
- Apr 29, 2022 Pahlow Discusses Sustainable Financial Decision Making on Wallet Wednesday Apr 29, 2022
- Apr 29, 2022 Mixed Reviews Apr 29, 2022
- Apr 22, 2022 Patience Pays Off Apr 22, 2022
- Apr 14, 2022 When It Rains It Pours Apr 14, 2022
- Apr 11, 2022 Important Considerations for Uniform Transfer to Minors and Uniform Gift to Minors Accounts Apr 11, 2022
- Apr 8, 2022 Back to Work Apr 8, 2022
- Apr 8, 2022 Second Quarter 2022 Wealth Management Insights Publication Apr 8, 2022
- Apr 8, 2022 Second Quarter 2022 Market Letter Publication: Kryptonite Apr 8, 2022
- Apr 8, 2022 Second Quarter 2022 Investment Strategy Update: Kryptonite Apr 8, 2022
- Apr 1, 2022 What Really Matters Apr 1, 2022
- Mar 25, 2022 The Fed Hike Begins Mar 25, 2022
- Mar 24, 2022 Proposed Changes for IRA Beneficiaries Under the SECURE Act Mar 24, 2022
- Mar 18, 2022 We Have Liftoff Mar 18, 2022
- Mar 11, 2022 Under Pressure Mar 11, 2022
- Mar 4, 2022 U.S. Economy Continues to Power Through Mar 4, 2022
- Feb 25, 2022 Navigating a Geopolitical Crisis Feb 25, 2022
- Feb 24, 2022 Basic Tax Considerations When Selling Real Estate Feb 24, 2022
- Feb 24, 2022 2021 Annual Report Feb 24, 2022
- Feb 18, 2022 Market Turbulence: Remain Focused on Long-Term Fundamentals Feb 18, 2022
- Feb 11, 2022 Gaining Altitude: Alternatives Fly Above the Radar Feb 11, 2022
- Feb 9, 2022 Considerations for Strategic Tax and Wealth Planning in 2022 Feb 9, 2022
- Feb 4, 2022 Raising Rates for the Right Reason Feb 4, 2022
- Feb 3, 2022 Putnam Hired as Portfolio Manager for West Bearing Investments Feb 3, 2022
- Feb 1, 2022 Life Expectancy and Wealth Planning Feb 1, 2022
- Jan 28, 2022 Return to Ordinary Jan 28, 2022
- Jan 21, 2022 The Fed Is Raising Rates … Now What? Jan 21, 2022
- Jan 21, 2022 2022 Investment Outlook Video: Extraordinary to Ordinary Jan 21, 2022
- Jan 19, 2022 Preparing to Sell a Business Jan 19, 2022
- Jan 14, 2022 Under the Hood (of Capital Markets) Jan 14, 2022
- Jan 13, 2022 First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money Jan 13, 2022
- Jan 7, 2022 Santa Claus is Leaving Town Jan 7, 2022
- Jan 3, 2022 Wealth Management Insights: Valuing the Resources of Time and Money Jan 3, 2022
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2021
- Dec 31, 2021 Back in Time Dec 31, 2021
- Dec 24, 2021 The Santa Claus Rally Dec 24, 2021
- Dec 17, 2021 Turning of the Tide Dec 17, 2021
- Dec 15, 2021 ‘Tis the Season for Gifting Dec 15, 2021
- Dec 10, 2021 Demand-Driven Disruption Dec 10, 2021
- Dec 3, 2021 Omicron Volatility Dec 3, 2021
- Nov 26, 2021 Season of Spending Nov 26, 2021
- Nov 19, 2021 Communication is the Key Nov 19, 2021
- Nov 17, 2021 Wrapping Up 2021 With a Bow: Year-End Planning Nov 17, 2021
- Nov 12, 2021 Cryptocurrency FOMO - Are We Really Missing Out? Nov 12, 2021
- Nov 5, 2021 The Strong Get Stronger Nov 5, 2021
- Oct 29, 2021 If You Build It, They Will Come Oct 29, 2021
- Oct 22, 2021 Climbing the "Wall of Worry" Oct 22, 2021
- Oct 20, 2021 Considering Medical Expenses in Retirement Oct 20, 2021
- Oct 15, 2021 Not Your Father's Stagflation Oct 15, 2021
- Oct 14, 2021 Year-End Insights: Certain Strategies for Uncertain Times Oct 14, 2021
- Oct 8, 2021 Where Did Everyone Go? Oct 8, 2021
- Oct 5, 2021 Fourth Quarter 2021 Investment Strategy Video Oct 5, 2021
- Oct 1, 2021 Fourth Quarter 2021 Wealth Management Insights: Certain Strategies for Uncertain Times Oct 1, 2021
- Oct 1, 2021 Fourth Quarter 2021 Market Letter: Speed Bumps Oct 1, 2021
- Oct 1, 2021 Skating to Where the Puck Is Going Oct 1, 2021
- Sep 24, 2021 Changing Seasons Sep 24, 2021
- Sep 20, 2021 Ferguson Wellman on Barron's Top RIA Firms 2021 List Sep 20, 2021
- Sep 17, 2021 Respect Sep 17, 2021
- Sep 15, 2021 Five Tips to Mitigate Cybersecurity Breaches Sep 15, 2021
- Sep 10, 2021 Laboring Along Sep 10, 2021
- Sep 3, 2021 Just Keep Swimming ... Just Keep Swimming Sep 3, 2021
- Sep 1, 2021 Meet Our 2020-2021 New Hires Sep 1, 2021
- Aug 27, 2021 Soundproof Markets Aug 27, 2021
- Aug 26, 2021 Wealth Management Insights Video: Protecting Your Assets and the Evolving Retirement Rulebook Aug 26, 2021
- Aug 20, 2021 The Song Remains the Same Aug 20, 2021
- Aug 18, 2021 Backdoor and Mega Backdoor Roth Strategies Aug 18, 2021
- Aug 13, 2021 Synchronicity Aug 13, 2021
- Aug 6, 2021 Housing Bubble 2.0? Aug 6, 2021
- Jul 30, 2021 Are We There Yet? Jul 30, 2021
- Jul 29, 2021 Tax Strategies to Help Navigate the American Families Plan Proposal Jul 29, 2021
- Jul 23, 2021 Breakthrough Earnings Jul 23, 2021
- Jul 22, 2021 Third Quarter 2021 Investment Strategy Webinar Jul 22, 2021
- Jul 16, 2021 A Quick Look Under the Hood Jul 16, 2021
- Jul 15, 2021 Third Quarter 2021 Wealth Management Insights Video Jul 15, 2021
- Jul 14, 2021 A Reality Check on College Costs Jul 14, 2021
- Jul 9, 2021 What’s the Deal with Interest Rates? Jul 9, 2021
- Jul 8, 2021 Third Quarter 2021 Wealth Management Insights Publication Jul 8, 2021
- Jul 8, 2021 Third Quarter 2021 Market Letter: Coming in Hot Jul 8, 2021
- Jul 8, 2021 Third Quarter 2021 Investment Strategy Video: Coming in Hot Jul 8, 2021
- Jul 2, 2021 Sign of the Times Jul 2, 2021
- Jun 30, 2021 New Payroll Tax for Washington Residents Jun 30, 2021
- Jun 25, 2021 Summertime Blues Jun 25, 2021
- Jun 18, 2021 Exit Strategy Jun 18, 2021
- Jun 16, 2021 What to Do with Excess 529 Plan Funds? Jun 16, 2021
- Jun 15, 2021 Lifelong Excellence Speaker Series: Common Threads Jun 15, 2021
- Jun 11, 2021 Hot Off The Press Jun 11, 2021
- Jun 4, 2021 Signs! Jun 4, 2021
- May 31, 2021 Ferguson Wellman Recognized as One of Portland's Largest Money Managers May 31, 2021
- May 28, 2021 Easing Into Summer May 28, 2021
- May 27, 2021 Oregon Business Magazine Names Firm to Financial Planner List May 27, 2021
- May 26, 2021 How to Choose a 529 Plan May 26, 2021
- May 21, 2021 An Inflation Fixation May 21, 2021
- May 14, 2021 It Finally Happened... May 14, 2021
- May 7, 2021 The Writing on the Wall May 7, 2021
- May 5, 2021 A Focus on 529 Plans in May May 5, 2021
- Apr 30, 2021 Inflection Points Apr 30, 2021
- Apr 23, 2021 Error of the Estimates Apr 23, 2021
- Apr 20, 2021 Alphabet Soup: Examples of Irrevocable Trusts and Purposes Apr 20, 2021
- Apr 20, 2021 Second Quarter 2021 Investment Strategy Webinar Apr 20, 2021
- Apr 16, 2021 Inflation Bonds Apr 16, 2021
- Apr 14, 2021 Second Quarter 2021 Wealth Management Insights Video Apr 14, 2021
- Apr 12, 2021 Second Quarter 2021 Investment Strategy Video: Approaching 88 MPH Apr 12, 2021
- Apr 9, 2021 Knowing the Rules Apr 9, 2021
- Apr 6, 2021 Wealth Management Insights: Preparing Future Generations for a Legacy of Success Apr 6, 2021
- Apr 6, 2021 Market Letter Second Quarter 2021: Approaching 88 MPH Apr 6, 2021
- Apr 2, 2021 The "Yeah, but..." Recovery Apr 2, 2021
- Mar 26, 2021 New Leadership and The Vaccine Pivot Mar 26, 2021
- Mar 24, 2021 Inheritance: Navigating the Bittersweet Windfall Mar 24, 2021
- Mar 19, 2021 Panic Attack Mar 19, 2021
- Mar 12, 2021 The COVID Pandemic Turns One Mar 12, 2021
- Mar 11, 2021 2020 Annual Report Mar 11, 2021
- Mar 5, 2021 Statement of Confidence Mar 5, 2021
- Mar 2, 2021 Wealth Management Insights Forum: Planning for the Future Mar 2, 2021
- Feb 26, 2021 Changing of the Guard Feb 26, 2021
- Feb 19, 2021 Inflation and the Recovery Feb 19, 2021
- Feb 18, 2021 2021 Annual Limits for Tax and Wealth Planning Feb 18, 2021
- Feb 12, 2021 Preparing for Volatility and Alarmist Headlines Feb 12, 2021
- Feb 5, 2021 Focus on the Fundamentals Feb 5, 2021
- Feb 2, 2021 Q&A from Investment Outlook 2021 Feb 2, 2021
- Jan 29, 2021 GameStop: What's the Deal? Jan 29, 2021
- Jan 22, 2021 Money Talks Jan 22, 2021
- Jan 21, 2021 Investment Outlook 2021: Back to the Future Jan 21, 2021
- Jan 20, 2021 A Look Under the Hood at Wealth Planning Jan 20, 2021
- Jan 15, 2021 More Than Meets the Eye Jan 15, 2021
- Jan 8, 2021 Reinflation and Rotation Jan 8, 2021
- Jan 5, 2021 Wealth Management Insights First Quarter 2021 Jan 5, 2021
- Jan 5, 2021 Outlook 2021: Back to the Future Jan 5, 2021
-
2020
- Dec 31, 2020 Pahlow Discusses Year-End Financial Planning Strategies on KOIN Dec 31, 2020
- Dec 31, 2020 Time for a New Year Dec 31, 2020
- Dec 24, 2020 Holiday Spirit Dec 24, 2020
- Dec 18, 2020 Post-COVID Commercial Real Estate Dec 18, 2020
- Dec 11, 2020 The Taming of the Flu Dec 11, 2020
- Dec 4, 2020 The Best and Worst of Times Dec 4, 2020
- Dec 4, 2020 Unique Year-End Financial Planning Opportunities in 2020 Dec 4, 2020
- Nov 27, 2020 A Vaccination Rotation Nov 27, 2020
- Nov 23, 2020 Dan Clifton Post-Election Discussion Webinar Recording Nov 23, 2020
- Nov 20, 2020 How Far into the Future? Nov 20, 2020
- Nov 20, 2020 Christianson in Portland Monthly Supporting Meals on Wheels People Nov 20, 2020
- Nov 18, 2020 The Gift of Charity Nov 18, 2020
- Nov 13, 2020 Two Steps Forward, One Step Back Nov 13, 2020
- Nov 6, 2020 Markets Abhor Uncertainty Nov 6, 2020
- Nov 4, 2020 Cole Interviewed by KXL Radio Nov 4, 2020
- Oct 30, 2020 COVID Economy Oct 30, 2020
- Oct 28, 2020 Wealth Management Insights: Ready, Set, Wait ... Oct 28, 2020
- Oct 23, 2020 Humans Being Oct 23, 2020
- Oct 21, 2020 Q4 2020 Mid-Quarter Investment Strategy Update Oct 21, 2020
- Oct 16, 2020 Yield On, Yield Off Oct 16, 2020
- Oct 15, 2020 Wealth Management Strategy Fourth Quarter 2020: Ready, Set, Wait ... Oct 15, 2020
- Oct 14, 2020 Sector Spotlight: Technology Oct 14, 2020
- Oct 9, 2020 Making Sense of the (Un)Employment Picture Oct 9, 2020
- Oct 8, 2020 Should Low Interest Rates Alter When to Claim Social Security? Oct 8, 2020
- Oct 7, 2020 Lago Quoted in Forbes on the Topic of Giving with Impact Oct 7, 2020
- Oct 6, 2020 Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction Oct 6, 2020
- Oct 5, 2020 The Future of ESG Webinar Recording Oct 5, 2020
- Oct 2, 2020 Seasons of Change Oct 2, 2020
- Oct 2, 2020 Frankel Interviewed by KXL Radio Oct 2, 2020
- Oct 1, 2020 Mary Lago on KOIN's Wallet Wednesday Oct 1, 2020
- Sep 30, 2020 Wealth Management Insights Fourth Quarter 2020 Sep 30, 2020
- Sep 30, 2020 Market Letter Fourth Quarter 2020 Sep 30, 2020
- Sep 25, 2020 September Effect Sep 25, 2020
- Sep 24, 2020 Ferguson Wellman Named to Top RIAs List by Barron's Sep 24, 2020
- Sep 22, 2020 Mary Lago Discusses Economic Impact of Wildfires Sep 22, 2020
- Sep 18, 2020 Get Medicare Savvy Sep 18, 2020
- Sep 18, 2020 At Home and Online Sep 18, 2020
- Sep 11, 2020 Unscripted Inflation? Sep 11, 2020
- Sep 11, 2020 Applying the Principles of Planning to Emergency Situations Sep 11, 2020
- Sep 11, 2020 Camaraderie and Cleanup in Downtown Portland Sep 11, 2020
- Sep 4, 2020 Jobs, Jobs, Jobs Sep 4, 2020
- Sep 3, 2020 Lifelong Excellence Speaker Series Webinar Recording: Coach Rich Brooks Sep 3, 2020
- Aug 28, 2020 TINA and the Death of the Phillips Curve Aug 28, 2020
- Aug 28, 2020 Mid-Quarter Investment Strategy Update Webinar Aug 28, 2020
- Aug 27, 2020 Communicating Your Values Through Legacy Planning Aug 27, 2020
- Aug 21, 2020 103 Days Aug 21, 2020
- Aug 19, 2020 Wealth Management Webinar Recording: Planning for the Known and Unknown Aug 19, 2020
- Aug 14, 2020 A Slow Healing Process Aug 14, 2020
- Aug 7, 2020 Better, but a Long Way to Go Aug 7, 2020
- Aug 6, 2020 Preparing for Fire and Other Risks Aug 6, 2020
- Jul 31, 2020 Fed Meets, Big Stocks Beats Jul 31, 2020
- Jul 24, 2020 Commercial Real Estate’s Perfect Storm Jul 24, 2020
- Jul 23, 2020 Investment Strategy Webinar Recording: Start Me Up Jul 23, 2020
- Jul 17, 2020 Two Steps Forward, One Step Back Jul 17, 2020
- Jul 14, 2020 Third Quarter 2020 Wealth Management Strategy: Planning for the Known and Unknown Jul 14, 2020
- Jul 10, 2020 Credit the Recovery Jul 10, 2020
- Jul 9, 2020 Third Quarter 2020 Investment Strategy Video: Start Me Up Jul 9, 2020
- Jul 6, 2020 Wealth Management Insights Third Quarter 2020 Jul 6, 2020
- Jul 6, 2020 Market Letter Third Quarter 2020: Start Me Up Jul 6, 2020
- Jul 2, 2020 The Global Economy is Healing Jul 2, 2020
- Jul 1, 2020 Update: Required Minimum Distributions Are Waived for 2020 Jul 1, 2020
- Jun 26, 2020 A Shifting Narrative Jun 26, 2020
- Jun 23, 2020 Wealth Management Webinar Recording: Strategies for Now and Later Jun 23, 2020
- Jun 19, 2020 Resolving the Dichotomy Jun 19, 2020
- Jun 15, 2020 Hosfield Appears on Medford's KDRV Jun 15, 2020
- Jun 12, 2020 Stubbed Toe Jun 12, 2020
- Jun 11, 2020 Investment Strategy Webinar Recording: Post-COVID Sector Outlook Jun 11, 2020
- Jun 10, 2020 A Message from Ferguson Wellman and West Bearing Jun 10, 2020
- Jun 5, 2020 The Great Disconnect Jun 5, 2020
- May 29, 2020 Down in a Hole May 29, 2020
- May 29, 2020 We Need a Reason to Celebrate … How About National 529 Day? May 29, 2020
- May 22, 2020 Baby Steps May 22, 2020
- May 22, 2020 Simple, Powerful Steps to Take Before Your Estate Planning Meeting May 22, 2020
- May 19, 2020 Webinar Video: Q3 Mid-Quarter Strategy Update May 19, 2020
- May 15, 2020 Opening for Business May 15, 2020
- May 8, 2020 A Lost Decade May 8, 2020
- May 1, 2020 "The Bad News Won't Stop but the Markets Keep Rising" May 1, 2020
- Apr 24, 2020 The Return of $1 Gas? Apr 24, 2020
- Apr 22, 2020 A New Outlook on Earth Day Apr 22, 2020
- Apr 17, 2020 Chart-side Chats Apr 17, 2020
- Apr 9, 2020 What a Long, Strange Trip It's Been Apr 9, 2020
- Apr 3, 2020 Norris Interviewed on Boise State Public Radio Apr 3, 2020
- Apr 3, 2020 From Bad to Better Apr 3, 2020
- Apr 1, 2020 2020 Q2 Market Letter: Gimme Shelter Apr 1, 2020
- Mar 30, 2020 Wealth Management Strategies for Now and Later Mar 30, 2020
- Mar 30, 2020 Second Quarter 2020 Investment Strategy Video: Gimme Shelter Mar 30, 2020
- Mar 30, 2020 Roth IRA Conversion Considerations Mar 30, 2020
- Mar 30, 2020 Important 2020 Tax Season Reminders Mar 30, 2020
- Mar 27, 2020 Unprecedented ... By All Measures Mar 27, 2020
- Mar 25, 2020 High Anxiety Mar 25, 2020
- Mar 25, 2020 FTC Scam Bingo: Helping Your Technology Stay Healthy Mar 25, 2020
- Mar 24, 2020 Planning for Healthcare in Retirement Mar 24, 2020
- Mar 20, 2020 Deferred Federal Tax Payments and Tax Filings Announced Mar 20, 2020
- Mar 20, 2020 March Sadness Mar 20, 2020
- Mar 19, 2020 2019 Annual Report Mar 19, 2020
- Mar 13, 2020 Cole Interviewed on KPTV Mar 13, 2020
- Mar 13, 2020 Cole and Lago Quoted in Portland Tribune Mar 13, 2020
- Mar 13, 2020 Where To From Here? Mar 13, 2020
- Mar 6, 2020 White Knuckles Mar 6, 2020
- Feb 28, 2020 Fear Is Only as Deep as the Mind Allows Feb 28, 2020
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2019
- Dec 27, 2019 The Nightmare Before Christmas Dec 27, 2019
- Dec 23, 2019 The SECURE Act Creates Significant Changes for Retirement Plans Dec 23, 2019
- Dec 20, 2019 Turbulent Times Dec 20, 2019
- Dec 20, 2019 Outlook 2020 Dec 20, 2019
- Dec 13, 2019 Money Talks Dec 13, 2019
- Dec 6, 2019 The Fear Index Fades Dec 6, 2019
- Nov 29, 2019 Investors Should Be Thankful Nov 29, 2019
- Nov 22, 2019 Mickey Mouse Nov 22, 2019
- Nov 15, 2019 Hope is Not Lost, It is Found Nov 15, 2019
- Nov 14, 2019 'Tis the Season for Year-End Financial Planning Nov 14, 2019
- Nov 8, 2019 Glass Half Full Nov 8, 2019
- Nov 1, 2019 Data Deluge Nov 1, 2019
- Oct 31, 2019 Allowance Can Be the Best Treat for Kids Oct 31, 2019
- Oct 25, 2019 Show Me the Money Oct 25, 2019
- Oct 23, 2019 Gratitude for Dr. Brian Druker Oct 23, 2019
- Oct 18, 2019 The Ivy League … Grades Have Been Posted Oct 18, 2019
- Oct 16, 2019 Making a Change in Medicare Oct 16, 2019
- Oct 11, 2019 To Q.E. or Not to Q.E. Oct 11, 2019
- Oct 10, 2019 Investment Strategy Video Fourth Quarter 2019: Holding Pattern Oct 10, 2019
- Oct 7, 2019 Fourth Quarter Market Letter 2019: Holding Pattern Oct 7, 2019
- Oct 4, 2019 A Cycle Within a Cycle Oct 4, 2019
- Oct 3, 2019 Norris Interviewed on Public Radio Oct 3, 2019
- Sep 27, 2019 Whistleblower Markets Sep 27, 2019
- Sep 20, 2019 Healthy Consumer, Healthy Economy Sep 20, 2019
- Sep 18, 2019 Does Refinancing Your Mortgage Make Sense? Sep 18, 2019
- Sep 13, 2019 Low Rates Drive New Supply Sep 13, 2019
- Sep 6, 2019 Growing... but Slowing Sep 6, 2019
- Aug 30, 2019 And Yet It Moves … Aug 30, 2019
- Aug 27, 2019 Back to School for Ferguson Wellman and West Bearing Kids Aug 27, 2019
- Aug 23, 2019 Significant Risks Aug 23, 2019
- Aug 16, 2019 Rumors of the Market’s Demise Have Been Greatly Exaggerated Aug 16, 2019
- Aug 9, 2019 The “Swoosh" of the Inverted Yield Curve Aug 9, 2019
- Aug 2, 2019 Feeling the Summer Heat Aug 2, 2019
- Jul 26, 2019 Portland Business Journal Ranks Ferguson Wellman in Top Ten of Money Managers List Jul 26, 2019
- Jul 26, 2019 Long Live the U.S. Consumer Jul 26, 2019
- Jul 26, 2019 Financial Advisor Names Ferguson Wellman to 2019 RIA Ranking Jul 26, 2019
- Jul 19, 2019 Stream Wars Jul 19, 2019
- Jul 17, 2019 Mary Lago Honored by Albertina Kerr Jul 17, 2019
- Jul 17, 2019 Ferguson Wellman Named to Financial Times Top 300 RIAs List 2019 Jul 17, 2019
- Jul 12, 2019 Why Cut? Jul 12, 2019
- Jul 11, 2019 Investment Strategy Video Third Quarter 2019: Mounting Headwinds Jul 11, 2019
- Jul 8, 2019 Market Letter Third Quarter 2019: Mounting Headwinds Jul 8, 2019
- Jul 5, 2019 Divergent Messages? Jul 5, 2019
- Jun 28, 2019 Libra - All Signs Point to Interesting Jun 28, 2019
- Jun 27, 2019 10 Key Cyber Safety Tips Jun 27, 2019
- Jun 21, 2019 Veruca Salt and the Bond Market Jun 21, 2019
- Jun 19, 2019 2018 Annual Report Jun 19, 2019
- Jun 14, 2019 Sustaining Growth Jun 14, 2019
- Jun 7, 2019 180-Degree Shift Jun 7, 2019
- May 31, 2019 In the Summertime May 31, 2019
- May 24, 2019 This Will Get Your Attention May 24, 2019
- May 17, 2019 Staying Invested May 17, 2019
- May 10, 2019 A Curve Ball in May May 10, 2019
- May 3, 2019 The Economy: Growing but Slowing May 3, 2019
- May 1, 2019 Ferguson Wellman and West Bearing Take Your Child to Work Day May 1, 2019
- Apr 26, 2019 Tariffs Hit the Spin Cycle Apr 26, 2019
- Apr 18, 2019 Prognosis Negative Apr 18, 2019
- Apr 16, 2019 Second Quarter 2019 Investment Strategy Video: Delayed Arrival Apr 16, 2019
- Apr 12, 2019 Tax Seasoning: SALT and Preparers Apr 12, 2019
- Apr 12, 2019 Protect Yourself from Tax Scams Apr 12, 2019
- Apr 5, 2019 Global Hunt for Yield Apr 5, 2019
- Apr 3, 2019 2019 Market Letter Q2: Delayed Arrival Apr 3, 2019
- Mar 29, 2019 0-for-7 Mar 29, 2019
- Mar 22, 2019 Policy U-Turn Mar 22, 2019
- Mar 15, 2019 March Madness Mar 15, 2019
- Mar 8, 2019 A Tin Star for the Market Mar 8, 2019
- Mar 1, 2019 Bonds 101 Mar 1, 2019
- Mar 1, 2019 Tax Reporting Reminders Mar 1, 2019
- Feb 22, 2019 It's All About Confidence Feb 22, 2019
- Feb 15, 2019 Green Shoots in February Feb 15, 2019
- Feb 8, 2019 "Fewer Bigger Stronger" - Bill Joseph, Morgan Stanley Feb 8, 2019
- Feb 1, 2019 Closing the Gap Feb 1, 2019
- Jan 25, 2019 Opportunity Zones: Walk, Don't Run Jan 25, 2019
- Jan 18, 2019 Versus Capital Update Jan 18, 2019
- Jan 14, 2019 Q1 2019 Investment Outlook Video Jan 14, 2019
- Jan 14, 2019 2019 Annual Limits for Tax and Wealth Planning Jan 14, 2019
- Jan 11, 2019 A Good View of Long-Term Investing Jan 11, 2019
- Jan 11, 2019 Leave the Past Behind Jan 11, 2019
- Jan 4, 2019 Growing But Slowing Jan 4, 2019
- Jan 2, 2019 Hosfield Quoted in Portland Tribune Jan 2, 2019
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2018
- Dec 31, 2018 Outlook 2019 Dec 31, 2018
- Dec 28, 2018 Turning the Page Dec 28, 2018
- Dec 21, 2018 The Present We Didn’t Ask For Dec 21, 2018
- Dec 14, 2018 Walking Slowly in a Dark Room Dec 14, 2018
- Dec 7, 2018 Market Seesaw Dec 7, 2018
- Nov 30, 2018 Trade Policy Tango Nov 30, 2018
- Nov 23, 2018 A Time for Thanksgiving Nov 23, 2018
- Nov 16, 2018 Slowing, Not Shrinking Nov 16, 2018
- Nov 9, 2018 The Way It Is Nov 9, 2018
- Nov 2, 2018 More Attractive Valuations Nov 2, 2018
- Oct 26, 2018 Glass-Half-Empty Earnings Season Oct 26, 2018
- Oct 19, 2018 Short Pullback in a Long Bull Market Oct 19, 2018
- Oct 12, 2018 Growth Gain, Stock Pain Oct 12, 2018
- Oct 12, 2018 A Bump in Social Security Income in 2019 Oct 12, 2018
- Oct 9, 2018 Q4 2018 Investment Strategy Video Oct 9, 2018
- Oct 5, 2018 Sprint to the Finish Oct 5, 2018
- Oct 5, 2018 2018 Q4 Market Letter Oct 5, 2018
- Oct 3, 2018 Q4 2018 Investment Strategy Video Oct 3, 2018
- Oct 3, 2018 Gift of Caring: Insights and Communication for Proactive Planning for Families Oct 3, 2018
- Sep 28, 2018 Not So Fast, My Friend Sep 28, 2018
- Sep 21, 2018 Reshuffling the Deck Sep 21, 2018
- Sep 14, 2018 Inflation is in the Eye of the Beholder Sep 14, 2018
- Sep 7, 2018 The Fear of an Inverted Yield Curve Sep 7, 2018
- Aug 31, 2018 Waning Days of Summer Aug 31, 2018
- Aug 31, 2018 Jones Quoted in Portland Business Journal Article Aug 31, 2018
- Aug 24, 2018 The Long Run Aug 24, 2018
- Aug 17, 2018 Tariff and Turkey Talk Aug 17, 2018
- Aug 10, 2018 Main Street Over Wall Street? Aug 10, 2018
- Aug 10, 2018 Ferguson Wellman Article in Portland Business Journal Aug 10, 2018
- Aug 3, 2018 Shake-Ups Aug 3, 2018
- Jul 27, 2018 What Matters for Stocks Jul 27, 2018
- Jul 20, 2018 Shifting into Gear Jul 20, 2018
- Jul 16, 2018 Q3 2018 Investment Strategy Video Jul 16, 2018
- Jul 13, 2018 Path to Productivity Jul 13, 2018
- Jul 9, 2018 2018 Q3 Market Letter Jul 9, 2018
- Jul 6, 2018 Good News on the Jobs Front Jul 6, 2018
- Jun 29, 2018 Stressed Out Jun 29, 2018
- Jun 22, 2018 Short Stories Jun 22, 2018
- Jun 21, 2018 Cole Joins Ferguson Wellman’s Board of Directors Jun 21, 2018
- Jun 15, 2018 Action and Reaction Jun 15, 2018
- Jun 14, 2018 Resources Worth Routing: The GDPR Effect on Your Inbox Jun 14, 2018
- Jun 8, 2018 Winning in Later Innings Jun 8, 2018
- Jun 1, 2018 Quitaly Jun 1, 2018
- May 25, 2018 A New Face May 25, 2018
- May 17, 2018 More Bang for Your Buck May 17, 2018
- May 16, 2018 The Hardest Thing to Understand, According to Einstein May 16, 2018
- May 11, 2018 Texas Tea May 11, 2018
- May 4, 2018 A Tale of Two Headlines May 4, 2018
- Apr 27, 2018 Choose Your Own Adventure Apr 27, 2018
- Apr 20, 2018 iCan't Afford This Apr 20, 2018
- Apr 13, 2018 Back to Basics Apr 13, 2018
- Apr 10, 2018 Q2 2018 Investment Strategy Video Apr 10, 2018
- Apr 6, 2018 Lago Honored at Women of Influence Awards Apr 6, 2018
- Apr 6, 2018 It's Always Something Apr 6, 2018
- Apr 2, 2018 2018 Q2 Market Letter Apr 2, 2018
- Mar 29, 2018 There's No Place Like Home Mar 29, 2018
- Mar 23, 2018 Will Facebook Find Some Friends? Mar 23, 2018
- Mar 16, 2018 Cole and Fovinci Quoted in The Bend Bulletin Mar 16, 2018
- Mar 16, 2018 50 Shades of Beige Mar 16, 2018
- Mar 9, 2018 There's a New Tariff in Town Mar 9, 2018
- Mar 6, 2018 2017 Annual Report Mar 6, 2018
- Mar 2, 2018 Fed Chair Powell - Yellen 2.0 Mar 2, 2018
- Feb 23, 2018 Piling It On Feb 23, 2018
- Feb 16, 2018 Back In Business Feb 16, 2018
- Feb 9, 2018 Fire and Fury Feb 9, 2018
- Feb 5, 2018 Capital Markets Update, February 5, 2018: Correction Versus a Bear Market Feb 5, 2018
- Feb 2, 2018 January Is the Market's Groundhog? Feb 2, 2018
- Jan 26, 2018 Give Me One Good Reason Jan 26, 2018
- Jan 19, 2018 Take the Money and Run Jan 19, 2018
- Jan 18, 2018 Q1 2018 Investment Strategy Video Jan 18, 2018
- Jan 12, 2018 Jones Quoted by Reuters Jan 12, 2018
- Jan 12, 2018 U.S. Core Inflation Drifts Slightly Higher Jan 12, 2018
- Jan 11, 2018 Highlights of the 2017 Tax Cuts and Jobs Act Jan 11, 2018
- Jan 5, 2018 Off to the Races Jan 5, 2018
- Jan 4, 2018 Outlook 2018 Jan 4, 2018
-
2017
- Dec 29, 2017 One More Time Dec 29, 2017
- Dec 22, 2017 Tax Cuts and Jobs Act: Gifts for Investors Dec 22, 2017
- Dec 15, 2017 A New Hope … In Congress Dec 15, 2017
- Dec 11, 2017 InvestmentNews Ranks Ferguson Wellman a "Top RIA" Dec 11, 2017
- Dec 8, 2017 Tax Reform and the Muni Market Dec 8, 2017
- Dec 1, 2017 Good Old Days Dec 1, 2017
- Nov 24, 2017 A Time to Give Thanks Nov 24, 2017
- Nov 17, 2017 The Calm Before the Storm? Nov 17, 2017
- Nov 10, 2017 Taxman Nov 10, 2017
- Nov 3, 2017 Rudds Quoted in Lake Oswego Review Nov 3, 2017
- Oct 27, 2017 High Enough? Oct 27, 2017
- Oct 20, 2017 Musical (Fed) Chairs Oct 20, 2017
- Oct 20, 2017 Dordevic Quoted in The Bulletin Oct 20, 2017
- Oct 13, 2017 Q4 2017 Investment Strategy Video Oct 13, 2017
- Oct 13, 2017 Getting Better All the Time Oct 13, 2017
- Oct 6, 2017 Runnin' Down a Dream (of Tax Reform) Oct 6, 2017
- Oct 2, 2017 2017 Q4 Market Letter Oct 2, 2017
- Sep 29, 2017 Give Me Fuel, Give Me Fire Sep 29, 2017
- Sep 22, 2017 "Growth" May Be Getting Long in the Tooth Sep 22, 2017
- Sep 15, 2017 Smoke on the Water Sep 15, 2017
- Sep 15, 2017 Safeguarding Personal Data Online Sep 15, 2017
- Sep 8, 2017 Cause and Effect Sep 8, 2017
- Sep 8, 2017 Steps to Take Following the Equifax Breach Sep 8, 2017
- Sep 1, 2017 The Need for a POA Starts at 18 Sep 1, 2017
- Sep 1, 2017 Hurricane Force Sep 1, 2017
- Aug 25, 2017 Low Expectations Aug 25, 2017
- Aug 18, 2017 Fed Balance Sheet Unwinds Aug 18, 2017
- Aug 11, 2017 Fovinci Quoted by Bloomberg Aug 11, 2017
- Aug 11, 2017 Rattle and Hum Aug 11, 2017
- Aug 4, 2017 All Things Being Relative Aug 4, 2017
- Jul 28, 2017 Charlie Brown Kicks the Football Jul 28, 2017
- Jul 25, 2017 Fovinci Quoted in Forbes Jul 25, 2017
- Jul 21, 2017 Persistent, Pesky Problems Facing Pensions Jul 21, 2017
- Jul 20, 2017 Kinateder Hired as Executive Vice President Jul 20, 2017
- Jul 18, 2017 Q3 2017 Investment Strategy Video Jul 18, 2017
- Jul 14, 2017 Last Mile Home Jul 14, 2017
- Jul 14, 2017 Ferguson Wellman Ranked on Portland Business Journal Money Management List Jul 14, 2017
- Jul 7, 2017 Paradoxical Jul 7, 2017
- Jul 5, 2017 2017 Q3 Market Letter Jul 5, 2017
- Jul 5, 2017 Ferguson Wellman Ranked a “Top RIA” by Financial Advisor Jul 5, 2017
- Jun 30, 2017 Can You Hear Me Now? Jun 30, 2017
- Jun 23, 2017 The Deal of the Year Jun 23, 2017
- Jun 22, 2017 Financial Times Names Ferguson Wellman to Top 300 RIA List Jun 22, 2017
- Jun 16, 2017 Move Over Wonder Woman; Yellen Speaks Jun 16, 2017
- Jun 9, 2017 Debt Ceiling, Tax Policy and Trickle-Down Economics Jun 9, 2017
- Jun 2, 2017 Changing of the Guard Jun 2, 2017
- May 26, 2017 Winners and Losers May 26, 2017
- May 19, 2017 Politics and the Markets May 19, 2017
- May 12, 2017 All Quiet on the Western Front May 12, 2017
- May 5, 2017 Jobs, Jobs and More Jobs May 5, 2017
- Apr 28, 2017 Profits Over Politics Apr 28, 2017
- Apr 21, 2017 Rubber Hits the Road Apr 21, 2017
- Apr 14, 2017 Q2 2017 Investment Strategy Video Apr 14, 2017
- Apr 13, 2017 The Confidence Game Apr 13, 2017
- Apr 7, 2017 The World Is a Dangerous Place Apr 7, 2017
- Mar 31, 2017 Hard Versus Soft Data: By the Numbers Mar 31, 2017
- Mar 27, 2017 2017 Q2 Market Letter Mar 27, 2017
- Mar 24, 2017 How Sausage is Made Mar 24, 2017
- Mar 17, 2017 No Brackets Busted by the Fed Mar 17, 2017
- Mar 16, 2017 2016 Annual Report Mar 16, 2017
- Mar 10, 2017 Milestones Mar 10, 2017
- Mar 3, 2017 Black Jack Mar 3, 2017
- Mar 1, 2017 Anderson Hired as Senior Vice President Mar 1, 2017
- Feb 27, 2017 Christianson, Frankel and Jones Receive Promotions Feb 27, 2017
- Feb 24, 2017 Frankie Says Relax Feb 24, 2017
- Feb 17, 2017 Borderline Feb 17, 2017
- Feb 10, 2017 The Yin and Yang of It All Feb 10, 2017
- Feb 3, 2017 Good News First Feb 3, 2017
- Jan 27, 2017 Tapping the Commercial Real Estate Market Jan 27, 2017
- Jan 23, 2017 Q1 2017 Investment Strategy Video Jan 23, 2017
- Jan 20, 2017 Winds of Change Jan 20, 2017
- Jan 13, 2017 Getting Ahead of Ourselves Jan 13, 2017
- Jan 10, 2017 Ferguson Wellman Recognized as One of Portland Business Journal's Most Admired Companies Jan 10, 2017
- Jan 6, 2017 Show Me the Money Jan 6, 2017
- Jan 3, 2017 Outlook 2017 Jan 3, 2017
-
2016
- Dec 30, 2016 Baby What a Big Surprise Dec 30, 2016
- Dec 23, 2016 'Tis the Season for... Animal Spirit Dec 23, 2016
- Dec 16, 2016 Shifting Gears from Monetary to Fiscal Policy Dec 16, 2016
- Dec 9, 2016 An Early Christmas Dec 9, 2016
- Dec 4, 2016 InvestmentNews Magazine Names Ferguson Wellman to Western Success Stories List Dec 4, 2016
- Dec 2, 2016 OPEC's Early Holiday Gift Dec 2, 2016
- Nov 30, 2016 A Time to be Thankful Nov 30, 2016
- Nov 18, 2016 Bond Vigilantes Nov 18, 2016
- Nov 17, 2016 Cole Quoted in The Bulletin Nov 17, 2016
- Nov 11, 2016 Navigating the Unknown Nov 11, 2016
- Nov 4, 2016 What a Long, Strange Trip It’s Been Nov 4, 2016
- Oct 28, 2016 Change at the Earnings Margin Oct 28, 2016
- Oct 21, 2016 Kralj Speaks at Bend Chamber’s Economic Forecast Breakfast Oct 21, 2016
- Oct 21, 2016 Kralj Quoted in The Bulletin Oct 21, 2016
- Oct 20, 2016 Merger Mania and Microsoft Oct 20, 2016
- Oct 15, 2016 Norris Quoted in Barron’s Oct 15, 2016
- Oct 14, 2016 Times They Are A-Changing Oct 14, 2016
- Oct 14, 2016 Ferguson Wellman and West Bearing Recognized at Corporate Philanthropy Awards Oct 14, 2016
- Oct 10, 2016 Q4 2016 Investment Strategy Video Oct 10, 2016
- Oct 7, 2016 The Contagion of Scary Clowns Oct 7, 2016
- Oct 6, 2016 2016 Q3 Market Letter Oct 6, 2016
- Sep 30, 2016 Movin' Along Sep 30, 2016
- Sep 28, 2016 Cole Quoted in Bloomberg Sep 28, 2016
- Sep 23, 2016 Are the Dog Days Over? Sep 23, 2016
- Sep 16, 2016 Reading the Fed's Tea Leaves Sep 16, 2016
- Sep 9, 2016 Seasons of Change Sep 9, 2016
- Sep 2, 2016 Show Me a Sign Sep 2, 2016
- Aug 26, 2016 May the Odds Be Ever in Your Favor Aug 26, 2016
- Aug 19, 2016 Leaded or Unleaded? Aug 19, 2016
- Aug 12, 2016 No Respect for this Bull Market Aug 12, 2016
- Aug 5, 2016 Let the Games Begin Aug 5, 2016
- Jul 29, 2016 Playing the “Economic Card” Jul 29, 2016
- Jul 22, 2016 A Long-Distance Relationship Jul 22, 2016
- Jul 18, 2016 Financial Times Names Ferguson Wellman and West Bearing to Top 300 RIA List Jul 18, 2016
- Jul 15, 2016 When the Metrics Don't Fit Jul 15, 2016
- Jul 13, 2016 Q3 2016 Investment Strategy Video Jul 13, 2016
- Jul 12, 2016 Ferguson Wellman Ranked a "Top RIA" by Financial Advisor Jul 12, 2016
- Jul 11, 2016 Ferguson Wellman's 40-Year Report Jul 11, 2016
- Jul 8, 2016 Independence Day Jul 8, 2016
- Jul 8, 2016 Ferguson Wellman Ranked Fourth on Portland Business Journal Money Management Firms List Jul 8, 2016
- Jul 5, 2016 2016 Q2 Market Letter Jul 5, 2016
- Jul 1, 2016 Take Your Time, Do It Right Jul 1, 2016
- Jun 24, 2016 Keep Calm and Carry On Jun 24, 2016
- Jun 17, 2016 When Yellen Speaks, the World Listen Jun 17, 2016
- Jun 10, 2016 How Low Can We Go? Jun 10, 2016
- Jun 3, 2016 Show Me the Numbers Jun 3, 2016
- May 27, 2016 Brexit Angst May 27, 2016
- May 23, 2016 Garcia Hired as Chief Technology Officer May 23, 2016
- May 20, 2016 Another Tricky Week May 20, 2016
- May 13, 2016 I Can’t Drive 55: It's Road Construction Season May 13, 2016
- May 6, 2016 The Circus Is in Town May 6, 2016
- Apr 29, 2016 Irresistible Force Apr 29, 2016
- Apr 28, 2016 Julie Cooling Speaks with Mark Kralj on Forbes' RIA Channel Apr 28, 2016
- Apr 22, 2016 High Hopes and Low Expectations Apr 22, 2016
- Apr 15, 2016 Perception and Reality Apr 15, 2016
- Apr 14, 2016 Q2 2016 Investment Strategy Video Apr 14, 2016
- Apr 8, 2016 Why the "F-Word" Is Important Apr 8, 2016
- Apr 1, 2016 Takin' Care of Business and Working Overtime Apr 1, 2016
- Apr 1, 2016 2016 Q1 Market Letter Apr 1, 2016
- Mar 24, 2016 Market Resilience: Don't Stop Believin' Mar 24, 2016
- Mar 18, 2016 Back Where We Started Mar 18, 2016
- Mar 12, 2016 Cole Quoted in The Oregonian Mar 12, 2016
- Mar 11, 2016 A New Bull Rides Mar 11, 2016
- Mar 4, 2016 Postmortem Mar 4, 2016
- Feb 26, 2016 Out of the Shadows Feb 26, 2016
- Feb 19, 2016 A Negative Space in a Positive Outlook Feb 19, 2016
- Feb 15, 2016 Hosfield Quoted in Alaska Airlines Magazine Feb 15, 2016
- Feb 12, 2016 Cole Quoted in Portland Tribune Feb 12, 2016
- Feb 12, 2016 A New Day Yesterday Feb 12, 2016
- Feb 5, 2016 Cole Quoted in the Business Journal Feb 5, 2016
- Feb 5, 2016 Rainer Quoted in the Register Guard Feb 5, 2016
- Feb 5, 2016 Staying the Course Feb 5, 2016
- Jan 29, 2016 Earnings Season Underway Jan 29, 2016
- Jan 26, 2016 Norris Quoted in the Portland Tribune Jan 26, 2016
- Jan 22, 2016 Steve Holwerda Interviewed by POrtland Business Journal Jan 22, 2016
- Jan 22, 2016 Rescue Me Jan 22, 2016
- Jan 22, 2016 Cole and Houle Quoted in Bend Bulletin Jan 22, 2016
- Jan 19, 2016 Q1 2016 Investment Strategy Video Jan 19, 2016
- Jan 18, 2016 Oregon Business Names Ferguson Wellman One of the Region's Top Money Managers Jan 18, 2016
- Jan 15, 2016 Under Pressure Jan 15, 2016
- Jan 8, 2016 Ferguson Wellman Featured in Portland Business Journal Jan 8, 2016
- Jan 8, 2016 Happy New Year (?) Jan 8, 2016
- Jan 8, 2016 Financial Planning Magazine Names Ferguson Wellman Capital Management on Top Registered Investment Advisers List Jan 8, 2016
- Jan 1, 2016 Time Is On My Side Jan 1, 2016
- Jan 1, 2016 Outlook 2016 Jan 1, 2016
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2015
- Dec 31, 2015 2015 Annual Report Dec 31, 2015
- Dec 30, 2015 Ferguson Wellman Capital Management Recognized as One of Portland Business Journal’s Most Admired Companies Dec 30, 2015
- Dec 30, 2015 Lago Hired as Executive Vice President Dec 30, 2015
- Dec 18, 2015 Junk Bonds on the Naughty List Dec 18, 2015
- Dec 16, 2015 PBJ Quotes Ferguson Wellman Regarding Fed Rate Hike Dec 16, 2015
- Dec 11, 2015 The Time Has Come Dec 11, 2015
- Dec 4, 2015 Inflation Is Like Wine Dec 4, 2015
- Nov 27, 2015 Who Says You Can’t Go Home? Nov 27, 2015
- Nov 20, 2015 Back in Business Again Nov 20, 2015
- Nov 14, 2015 Light at the End of the Tunnel Nov 14, 2015
- Nov 6, 2015 Cole and Jones Quoted in Portland Business Journal Nov 6, 2015
- Nov 6, 2015 A Lack of Household Formation Participation Trophies Nov 6, 2015
- Oct 30, 2015 Monster Mash Oct 30, 2015
- Oct 23, 2015 May Days and Where Fall May End Up Oct 23, 2015
- Oct 16, 2015 Opening the Floodgates Oct 16, 2015
- Oct 14, 2015 Q4 2015 Investment Outlook Video Oct 14, 2015
- Oct 9, 2015 Upside Down Oct 9, 2015
- Oct 2, 2015 To Beat or Not to Beat .... Expectations Oct 2, 2015
- Oct 1, 2015 2015 Q3 Market Letter Oct 1, 2015
- Sep 25, 2015 Flying High Again Sep 25, 2015
- Sep 18, 2015 Slow Ride Sep 18, 2015
- Sep 11, 2015 Waiting is the Hardest Part Sep 11, 2015
- Sep 4, 2015 Never Can Say Goodbye Sep 4, 2015
- Aug 28, 2015 A Light in the Black Aug 28, 2015
- Aug 24, 2015 Narancich Quoted in Portland Business Journal Aug 24, 2015
- Aug 21, 2015 Keep Calm and Carry On Aug 21, 2015
- Aug 14, 2015 All the Beer in China Aug 14, 2015
- Aug 13, 2015 Narancich Quoted in Reuters Aug 13, 2015
- Aug 11, 2015 Portland Business Journal Writes About the Passing of Ferguson Wellman Co-Founder Norb Wellman Aug 11, 2015
- Aug 8, 2015 Remembering Norbert J. Wellman Aug 8, 2015
- Aug 7, 2015 Good News First Aug 7, 2015
- Jul 31, 2015 Summertime Blues (and Yoo-hoos) Jul 31, 2015
- Jul 31, 2015 Ferguson Wellman Ranked a “Top RIA” by Financial Advisor Jul 31, 2015
- Jul 24, 2015 Earnings In Focus Jul 24, 2015
- Jul 23, 2015 Ferguson Wellman Ranked Second on Portland Business Journal Money Management Firms List Jul 23, 2015
- Jul 16, 2015 Smoke and Mirrors Jul 16, 2015
- Jul 10, 2015 Patience Jul 10, 2015
- Jul 9, 2015 Q3 2015 Investment Strategy Video Jul 9, 2015
- Jul 8, 2015 Q3 2015 Investment Outlook Video Jul 8, 2015
- Jul 3, 2015 Mind the Gap Jul 3, 2015
- Jul 1, 2015 2015 Q2 Market Letter Jul 1, 2015
- Jun 26, 2015 Supreme Summer Jun 26, 2015
- Jun 19, 2015 Multifamily Living Multiplies Jun 19, 2015
- Jun 12, 2015 Stuck With You Jun 12, 2015
- Jun 5, 2015 You're Hired! Jun 5, 2015
- May 29, 2015 Wired and Connected May 29, 2015
- May 22, 2015 Changing Liquidity in the Fixed Income Markets May 22, 2015
- May 15, 2015 Spinning Wheel May 15, 2015
- May 12, 2015 Krys-Rusoff Appointed to Metro Exposition and Recreation Committee May 12, 2015
- May 8, 2015 Belaboring Labor May 8, 2015
- May 1, 2015 Taking a Bigger Bite Out of the Apple May 1, 2015
- May 1, 2015 Ferguson Wellman Capital Management Ranked 32 on Forbes Magazine’s Top 100 Wealth Managers List May 1, 2015
- Apr 24, 2015 Moving Out Apr 24, 2015
- Apr 21, 2015 Q2 2015 Investment Outlook Video Apr 21, 2015
- Apr 17, 2015 Movin' On Up Apr 17, 2015
- Apr 16, 2015 Faulkner Receives Award from Portland Business Journal Apr 16, 2015
- Apr 13, 2015 Market Letter First Quarter 2015 Apr 13, 2015
- Apr 10, 2015 Mastering Expectations Apr 10, 2015
- Apr 3, 2015 Pushin' Forward Back Apr 3, 2015
- Apr 1, 2015 2015 Q1 Market Letter Apr 1, 2015
- Mar 27, 2015 Connecting The Dots Mar 27, 2015
- Mar 20, 2015 Come Together Mar 20, 2015
- Mar 13, 2015 One Thing Leads to Another Mar 13, 2015
- Mar 6, 2015 Back in Time Mar 6, 2015
- Feb 27, 2015 Negative Interest Rates: What Color is the Dress? Feb 27, 2015
- Feb 20, 2015 Take Your Time Feb 20, 2015
- Feb 13, 2015 S&P: 500 Shades of Profit Feb 13, 2015
- Feb 13, 2015 Oregon State University Honors Jim Rudd and Other Volunteers Feb 13, 2015
- Feb 6, 2015 Liquid Courage Feb 6, 2015
- Jan 30, 2015 Federal Reserve Bank Basics Jan 30, 2015
- Jan 23, 2015 Friends in Low Places Jan 23, 2015
- Jan 16, 2015 New Year, New Worries Jan 16, 2015
- Jan 12, 2015 Oregon Business Magazine Names Ferguson Wellman a Top Financial Planner/Money Manager in its 2015 Power Book Jan 12, 2015
- Jan 9, 2015 The January Effect Jan 9, 2015
- Jan 8, 2015 2015 Investment Outlook Video: Riding the Global Liquidity Peloton Jan 8, 2015
- Jan 2, 2015 A Glimpse Into the Continuing Greek Crisis Jan 2, 2015
- Jan 1, 2015 Financial Planning Magazine Names Ferguson Wellman Capital Management on Top Registered Investment Advisers List Jan 1, 2015
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2014
- Dec 31, 2014 2014 Annual Report Dec 31, 2014
- Dec 29, 2014 Rudd Named Oregon Consular Corps Dean Dec 29, 2014
- Dec 26, 2014 You Better Believe It Dec 26, 2014
- Dec 19, 2014 Here Comes Santa Claus Dec 19, 2014
- Dec 12, 2014 Black Gold? Dec 12, 2014
- Dec 5, 2014 A Pleasant Shade of Gray Dec 5, 2014
- Dec 4, 2014 Ferguson Wellman Capital Management Recognized as One of Portland Business Journal’s Most Admired Companies Dec 4, 2014
- Nov 28, 2014 10 Investment Themes to be Thankful For Nov 28, 2014
- Nov 21, 2014 Easy Money Nov 21, 2014
- Nov 14, 2014 Notably Accomplished Nov 14, 2014
- Nov 7, 2014 Putting It All Behind Us Nov 7, 2014
- Oct 31, 2014 Exit Stage Left Oct 31, 2014
- Oct 28, 2014 Fourth Quarter 2014 Investment Outlook Video: Not Too Hot, Not Too Cold Oct 28, 2014
- Oct 24, 2014 CPI: The Underestimation of Inflation? Oct 24, 2014
- Oct 17, 2014 Turbulence Oct 17, 2014
- Oct 10, 2014 Slowdown? Oct 10, 2014
- Oct 7, 2014 Unemployment: State by State Oct 7, 2014
- Oct 3, 2014 Growing Pains Oct 3, 2014
- Sep 26, 2014 Seasons Sep 26, 2014
- Sep 23, 2014 Ferguson Wellman Named a Leader in Corporate Philanthropy Sep 23, 2014
- Sep 19, 2014 Onward and Upward Sep 19, 2014
- Sep 12, 2014 Independence for Scotland and a UK haggis famine Sep 12, 2014
- Sep 10, 2014 InvestmentNews Names Ferguson Wellman Top RIA Firm in Oregon Sep 10, 2014
- Sep 5, 2014 Somebody’s Watching Me Sep 5, 2014
- Sep 2, 2014 Corporate Tax Inversions Sep 2, 2014
- Aug 29, 2014 The Last Days of Summer Aug 29, 2014
- Aug 25, 2014 Ferguson Wellman's Monthly Blog for Oregon Business Aug 25, 2014
- Aug 22, 2014 The Talking Heads Aug 22, 2014
- Aug 19, 2014 Where We Came From, State by State Aug 19, 2014
- Aug 15, 2014 Sanford and Son: Bonds Hit a Rough Patch Aug 15, 2014
- Aug 8, 2014 Summertime Blues Aug 8, 2014
- Aug 1, 2014 Lazy Hazy Crazy Days Aug 1, 2014
- Jul 29, 2014 Brad Houle Article in Portland Business Journal Jul 29, 2014
- Jul 25, 2014 Full Speed Ahead Jul 25, 2014
- Jul 22, 2014 Jason Norris Discusses Microsoft Restructuring on KGW Jul 22, 2014
- Jul 18, 2014 Take Me to the Top Jul 18, 2014
- Jul 14, 2014 Investment Outlook Video: Third Quarter 2014 Jul 14, 2014
- Jul 11, 2014 Sovereign Debt Risk in Europe Takes a Holiday Jul 11, 2014
- Jul 8, 2014 2014 Q2 Market Letter Jul 8, 2014
- Jul 3, 2014 Living in America Jul 3, 2014
- Jul 1, 2014 Financial Times Ranks Ferguson Wellman Capital Management on Top Registered Investment Advisers List Jul 1, 2014
- Jun 27, 2014 Don't Stop Believin' Jun 27, 2014
- Jun 24, 2014 InvestmentNews Magazine Names Ferguson Wellman to Largest RIA and Biggest Gainers Lists Jun 24, 2014
- Jun 20, 2014 What the Fed Said Jun 20, 2014
- Jun 13, 2014 Slow Ride Jun 13, 2014
- Jun 10, 2014 Carkin, Faulkner and Krys-Rusoff Invited to Buy More Company Stock Jun 10, 2014
- Jun 6, 2014 A Little Less Conversation, a Little More Action Jun 6, 2014
- Jun 3, 2014 Four More Professionals Receive Five Star Wealth Manager Designation Jun 3, 2014
- May 30, 2014 Ascending to New Heights May 30, 2014
- May 22, 2014 An Interest in Interest Rates May 22, 2014
- May 19, 2014 Ferguson Wellman Capital Management Ranked 22 on Forbes Magazine’s Top 50 Wealth Managers List May 19, 2014
- May 16, 2014 Should I Stay or Should I Go? May 16, 2014
- May 9, 2014 Motion Simulating Progress May 9, 2014
- May 2, 2014 Spring is Finally Here May 2, 2014
- Apr 25, 2014 Will Unemployment Be the Rat in My Kitchen? Apr 25, 2014
- Apr 17, 2014 Time of the Season Apr 17, 2014
- Apr 16, 2014 Investment Outlook Video: Second Quarter 2014 Apr 16, 2014
- Apr 14, 2014 Mark Kralj and Emily Kralj Highlighted in OSU Business School Magazine Apr 14, 2014
- Apr 11, 2014 Growth, Gas and Golf Apr 11, 2014
- Apr 4, 2014 Be Careful What You Say Apr 4, 2014
- Apr 1, 2014 Tech Makes the World Go Round - Oregon Business Blog Apr 1, 2014
- Mar 28, 2014 Spring Break Movies Mar 28, 2014
- Mar 21, 2014 From Healthcare to Hoops Mar 21, 2014
- Mar 14, 2014 Underneath it All Mar 14, 2014
- Mar 12, 2014 Marc Fovinci Quoted in Bloomberg News Mar 12, 2014
- Mar 10, 2014 Spreading the Wealth: Article on Ferguson Wellman in Oregon Business Magazine Mar 10, 2014
- Mar 7, 2014 "Putin" Russia Behind Us Mar 7, 2014
- Mar 5, 2014 Cole Quoted in the Portland Business Journal Regarding Angel Investors Mar 5, 2014
- Feb 28, 2014 Puerto Rico Debt Crisis Feb 28, 2014
- Feb 21, 2014 Money Talks Feb 21, 2014
- Feb 14, 2014 Sympathy for the Weatherman Feb 14, 2014
- Feb 7, 2014 Synchronized Global Expansion?... Far From It Feb 7, 2014
- Jan 31, 2014 Are You Ready For Some Football? Jan 31, 2014
- Jan 24, 2014 Why the Price of Tea in China Matters Jan 24, 2014
- Jan 21, 2014 Investment Outlook Video: First Quarter 2014 Jan 21, 2014
- Jan 15, 2014 Oregon Business Magazine Names Ferguson Wellman a Top Financial Manager/Planner in its 2014 Power Book Jan 15, 2014
- Jan 10, 2014 Off to the Races Jan 10, 2014
- Jan 8, 2014 Is an All Cash Emergency Fund Strategy Appropriate for All Investors? Jan 8, 2014
- Jan 6, 2014 Ferguson Wellman Capital Management Ranked as a Top Western Adviser Jan 6, 2014
- Jan 3, 2014 Reeling in the New Year Jan 3, 2014
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2013
- Dec 31, 2013 2013 Annual Report Dec 31, 2013
- Dec 30, 2013 Deidra Krys-Rusoff Quoted in Bloomberg Business News Dec 30, 2013
- Dec 27, 2013 Christmas Comes Early … and Late Dec 27, 2013
- Dec 23, 2013 The Birth of the Fed Dec 23, 2013
- Dec 20, 2013 Early Christmas Gifts Dec 20, 2013
- Dec 16, 2013 Oregon Jewish Life Magazine Writes Article About West Bearing Investments Dec 16, 2013
- Dec 11, 2013 Ferguson Wellman Capital Management Recognized as One of Portland Business Journal’s Most Admired Companies Dec 11, 2013
- Dec 6, 2013 Black Friday Magic Dec 6, 2013
- Dec 2, 2013 West Bearing Investments Continues to Thrive Dec 2, 2013
- Nov 29, 2013 Giving Thanks Nov 29, 2013
- Nov 22, 2013 Gaining Elevation Nov 22, 2013
- Nov 18, 2013 Ferguson Wellman's Tim Carkin Celebrates 10 Years Nov 18, 2013
- Nov 15, 2013 Ch-ch-ch-ch-changes Nov 15, 2013
- Nov 8, 2013 Shifting the Gears of Focus Nov 8, 2013
- Nov 4, 2013 Jason D. Norris, CFA, Quoted in Barron's Magazine Nov 4, 2013
- Nov 4, 2013 Ralph Cole Honored as Duck of the Year Nov 4, 2013
- Nov 1, 2013 Krys-Rusoff Quoted in the Portland Business Journal Nov 1, 2013
- Nov 1, 2013 What to Expect When You Are Expecting a New Fed Chair Nov 1, 2013
- Oct 25, 2013 Technically Speaking Oct 25, 2013
- Oct 18, 2013 Let's Make a Deal Oct 18, 2013
- Oct 16, 2013 Fovinci Quoted in Bloomberg News Oct 16, 2013
- Oct 11, 2013 Amid Government Dysfunction, Yellen Tapped to Lead Fed Oct 11, 2013
- Oct 10, 2013 Lori Flexer Honored by Portland State University’s Center for Women, Politics and Policy Oct 10, 2013
- Oct 4, 2013 Fannie and Freddie's Fate Oct 4, 2013
- Sep 27, 2013 D.C. Histrionics Take the Shine off Stocks Sep 27, 2013
- Sep 19, 2013 Misled by the Fed? Sep 19, 2013
- Sep 13, 2013 Long Strange Trip Sep 13, 2013
- Sep 11, 2013 Cole Quoted in Portland Business Journal Sep 11, 2013
- Sep 11, 2013 Ferguson Wellman Capital Management Recognized at Corporate Philanthropy Awards Sep 11, 2013
- Sep 6, 2013 Let's Talk Taper Sep 6, 2013
- Aug 30, 2013 A Change of Tenor Aug 30, 2013
- Aug 23, 2013 Secular Vs. Cyclical Aug 23, 2013
- Aug 16, 2013 Summertime Blues Aug 16, 2013
- Aug 15, 2013 Ferguson Wellman Honored by Willamette Falls Hospital Aug 15, 2013
- Aug 14, 2013 Ferguson Wellman Capital Management Makes Forbes Magazine's Top 50 Wealth Managers List Aug 14, 2013
- Aug 9, 2013 Motor City Meltdown Aug 9, 2013
- Aug 2, 2013 Amid Dry Holes, Positive Change at the Margin Aug 2, 2013
- Jul 31, 2013 Ayotte Promoted to Senior Vice President Jul 31, 2013
- Jul 26, 2013 It's Earnings Season: Industrials and Tech Gain Traction Jul 26, 2013
- Jul 19, 2013 A Dovish Bernanke Soothes the Market Jul 19, 2013
- Jul 12, 2013 Somebody’s Watching Me Jul 12, 2013
- Jul 5, 2013 The Sport of Protesting for Brazil Jul 5, 2013
- Jul 2, 2013 Fovinci Quoted in Bloomberg News Jul 2, 2013
- Jun 28, 2013 First Half 2013 . . . A Tale of Two Asset Classes Jun 28, 2013
- Jun 21, 2013 Taper Tantrum Jun 21, 2013
- Jun 17, 2013 Investment Strategy Update – 6/17/13 Jun 17, 2013
- Jun 17, 2013 Dick Hokenson and Demographics Jun 17, 2013
- Jun 14, 2013 Synchronicity out the Window Jun 14, 2013
- Jun 7, 2013 Key Jobs Report Turns the Market's Tide Jun 7, 2013
- May 31, 2013 Abenomics in Action May 31, 2013
- May 24, 2013 Turbulent Stocks and Tales of the Cash Register May 24, 2013
- May 17, 2013 The Wealth Effect Rearing Its Head May 17, 2013
- May 10, 2013 Focus on Municipalities and Pension Reform May 10, 2013
- May 6, 2013 Narancich Promoted to Senior Vice President of Research May 6, 2013
- May 3, 2013 Sell in May? Not on this Day May 3, 2013
- Apr 26, 2013 "Twittermonium" Apr 26, 2013
- Apr 19, 2013 Win, Place or Show Apr 19, 2013
- Apr 17, 2013 Understanding Fees Apr 17, 2013
- Apr 12, 2013 Bull Markets, Bear Markets, and a Tradition Unlike Any Other Apr 12, 2013
- Apr 5, 2013 Increased Stimulus, Decreased Jobs and Fast-Approaching Earnings Season Apr 5, 2013
- Mar 28, 2013 More on Cyprus Mar 28, 2013
- Mar 22, 2013 March Madness for Cyprus Mar 22, 2013
- Mar 15, 2013 White Smoke and the Ides of March Mar 15, 2013
- Mar 8, 2013 Hat's Off to the Bull Mar 8, 2013
- Mar 1, 2013 Let the Spending Cuts Begin Mar 1, 2013
- Feb 22, 2013 The Pause That Refreshes... or Something More Sinister? Feb 22, 2013
- Feb 21, 2013 Brad Houle Hired as Senior Vice President Feb 21, 2013
- Feb 15, 2013 Bigger impact: fiscal cliff or renegade meteor? Feb 15, 2013
- Feb 8, 2013 Six for Six Feb 8, 2013
- Feb 1, 2013 The Dow Hits the High Notes Feb 1, 2013
- Jan 25, 2013 Stocks on a Roll as Apple Sours Jan 25, 2013
- Jan 18, 2013 Resilience in the U.S. Economy, Further Contraction in the Eurozone Jan 18, 2013
- Jan 11, 2013 Stocks Two-for-Two in 2013; Telecom Faces Headwinds Jan 11, 2013
- Jan 4, 2013 Fiscal Cliff Band-Aid, Budget Woes and Retail Lows Jan 4, 2013
- Jan 3, 2013 How the Compromise Affects Taxpayers … and the Economy** Jan 3, 2013
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2012
- Dec 31, 2012 2012 Annual Report Dec 31, 2012
- Dec 30, 2012 Cole discusses how fiscal cliff negotiations affect confidence Dec 30, 2012
- Dec 28, 2012 Housing High and the Government Cliffhanger Dec 28, 2012
- Dec 21, 2012 A Santa Claus Rally and Teflon Don Economy Dec 21, 2012
- Dec 20, 2012 George Hosfield, CFA, responds to recent data about employers giving more year-end bonuses Dec 20, 2012
- Dec 14, 2012 QE4 and Good news from Europe? Dec 14, 2012
- Dec 7, 2012 More Fiscal Cliff Woes, LNG and Operation Twist Dec 7, 2012
- Nov 30, 2012 Fiscal Cliff Posturing, Kicking the Can and "Special" Dividends - Week Ending 11/30/12 Nov 30, 2012
- Nov 23, 2012 Black Friday 2012 Nov 23, 2012
- Nov 16, 2012 Around the World and Back Nov 16, 2012
- Nov 9, 2012 Post-Election and Earnings Season Recap Nov 9, 2012
- Nov 5, 2012 Kralj discusses economic outlook and consumer sentiment for Oregon and the U.S. Nov 5, 2012
- Nov 2, 2012 Weekly Market Makers - Week Ending 11/2/12 Nov 2, 2012
- Oct 30, 2012 Norris Discusses the Threat of Hurricane Sandy Oct 30, 2012
- Oct 26, 2012 Weekly Market Makers - Week Ending 10/26/12 Oct 26, 2012
- Jul 1, 2012 2012 Q2 Market Letter Jul 1, 2012
- Jul 1, 2012 2012 Q3 Market Letter Jul 1, 2012
- Jan 1, 2012 2012 Q1 Market Letter Jan 1, 2012
- Jan 1, 2012 Outlook 2012 Jan 1, 2012
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2011
- Dec 31, 2011 2011 Annual Report Dec 31, 2011
- Jul 1, 2011 2011 Q3 Market Letter Jul 1, 2011
- Apr 1, 2011 2011 Q2 Market Letter Apr 1, 2011
- Mar 1, 2011 2011 Market Letter Q1 Mar 1, 2011
- Jan 1, 2011 Outlook 2011 Jan 1, 2011
- Jan 1, 2011 2011 Q1 Market Letter Jan 1, 2011
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2010
- Dec 31, 2010 2010 Annual Report Dec 31, 2010
- Jul 1, 2010 2010 Q3 Market Letter Jul 1, 2010
- Apr 1, 2010 2010 Q2 Market Letter Apr 1, 2010
- Jan 1, 2010 Outlook 2010 Jan 1, 2010
- Jan 1, 2010 2010 Q1 Market Letter Jan 1, 2010
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2009
- Dec 31, 2009 2009 Annual Report Dec 31, 2009
- Oct 1, 2009 2009 Q4 Market Letter Oct 1, 2009
- Sep 1, 2009 2009 Special Report Sep 1, 2009
- Jul 1, 2009 2009 Q3 Market Letter Jul 1, 2009
- Apr 1, 2009 2009 Q2 Market Letter Apr 1, 2009
- Jan 1, 2009 Outlook 2009 Jan 1, 2009
- Jan 1, 2009 2009 Q1 Market Letter Jan 1, 2009
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2008
- Jul 1, 2008 2008 Special Report Jul 1, 2008
- Jul 1, 2008 2008 Q3 Market Letter Jul 1, 2008
- Apr 1, 2008 2008 Q2 Market Letter Apr 1, 2008
- Jan 1, 2008 Outlook 2008 Jan 1, 2008
- Jan 1, 2008 2008 Q1 Market Letter Jan 1, 2008
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2007
- Jul 1, 2007 2007 Q3 Market Letter Jul 1, 2007
- Apr 1, 2007 2007 Q2 Market Letter Apr 1, 2007
- Jan 1, 2007 Outlook 2007 Jan 1, 2007
-
2006
- Jul 1, 2006 2006 Q3 Market Letter Jul 1, 2006
- Apr 1, 2006 2006 Q2 Market Letter Apr 1, 2006
- Jan 1, 2006 2006 Q1 Market Letter Jan 1, 2006
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2005
- Oct 1, 2005 2005 Q4 Market Letter Oct 1, 2005
- Jul 1, 2005 2005 Q3 Market Letter Jul 1, 2005
- Apr 1, 2005 2005 Q2 Market Letter Apr 1, 2005
- Jan 1, 2005 2005 Q1 Market Letter Jan 1, 2005
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2004
- Oct 1, 2004 2004 Q4 Market Letter Oct 1, 2004
- Jul 1, 2004 2004 Q3 Market Letter Jul 1, 2004
- Apr 1, 2004 2004 Q2 Market Letter Apr 1, 2004
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2003
- Jul 13, 2003 2003 Q3 Market Letter Jul 13, 2003
- Apr 1, 2003 2003 Q2 Market Letter Apr 1, 2003
- Jan 1, 2003 2003 Q1 Market Letter Jan 1, 2003
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2002
- Oct 1, 2002 2002 Q4 Market Letter Oct 1, 2002
- Jul 1, 2002 2002 Q3 Market Letter Jul 1, 2002
- Apr 1, 2002 2002 Q2 Market Letter Apr 1, 2002
- Jan 1, 2002 2002 Q1 Market Letter Jan 1, 2002
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2001
- Oct 1, 2001 2001 Q4 Market Letter Oct 1, 2001
- Apr 1, 2001 2001 Q2 Market Letter Apr 1, 2001
- Jan 1, 2001 2001 Q1 Market Letter Jan 1, 2001
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2000
- Oct 1, 2000 2000 Q4 Market Letter Oct 1, 2000
- Jul 1, 2000 2001 Q3 Market Letter Jul 1, 2000
- Jul 1, 2000 2000 Q3 Market Letter Jul 1, 2000
- Apr 1, 2000 2000 Q2 Market Letter Apr 1, 2000
- Jan 1, 2000 2000 Q1 Market Letter Jan 1, 2000
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1999
- Oct 1, 1999 1999 Q4 Market Letter Oct 1, 1999
- Apr 1, 1999 1999 Q2 Market Letter Apr 1, 1999
- Jan 1, 1999 1999 Q1 Market Letter Jan 1, 1999
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1998
- Oct 1, 1998 1998 Q4 Market Letter Oct 1, 1998
- Jul 1, 1998 1998 Q3 Market Letter Jul 1, 1998
- Jul 1, 1998 1999 Q3 Market Letter Jul 1, 1998
- Apr 1, 1998 1998 Q2 Market Letter Apr 1, 1998
- Jan 1, 1998 1998 Q1 Market Letter Jan 1, 1998
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1997
- Oct 12, 1997 1997 Q4 Market Letter Oct 12, 1997
- Jul 1, 1997 1997 Q3 Market Letter Jul 1, 1997
- Apr 1, 1997 1997 Q2 Market Letter Apr 1, 1997
- Jan 12, 1997 1997 Q1 Market Letter Jan 12, 1997
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1996
- Oct 1, 1996 1996 Q4 Market Letter Oct 1, 1996
- Jul 12, 1996 1996 Q3 Market Letter Jul 12, 1996
- Apr 12, 1996 1996 Q2 Market Letter Apr 12, 1996
- Jan 12, 1996 1996 Q1 Market Letter Jan 12, 1996
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1995
- Oct 1, 1995 1995 Q4 Market Letter Oct 1, 1995
- Jul 1, 1995 1995 Q3 Market Letter Jul 1, 1995
- Apr 1, 1995 1995 Q2 Market Letter Apr 1, 1995
- Jan 1, 1995 1995 Q1 Market Letter Jan 1, 1995
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February 2025
- Feb 21, 2025 Wrapping Up Feb 21, 2025
- Feb 20, 2025 Lago on Yahoo! Finance Feb 20, 2025
- Feb 19, 2025 Lessons Learned from the California Wildfires Feb 19, 2025
- Feb 18, 2025 Lago on CNBC Closing Bell Feb 18, 2025
- Feb 14, 2025 Falling Snow, Rising Inflation Feb 14, 2025
- Feb 14, 2025 2024 Annual Report Feb 14, 2025
- Feb 7, 2025 Tariff Tantrum Feb 7, 2025
- Feb 6, 2025 2025 Investment Outlook Webinar Video: Lessons Learned Feb 6, 2025
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January 2025
- Jan 31, 2025 Hold Your Fire Jan 31, 2025
- Jan 28, 2025 Ferguson Wellman Provides Their Top Five Investment Themes for 2025 Jan 28, 2025
- Jan 27, 2025 Pahlow on KOIN Wallet Wednesday Jan 27, 2025
- Jan 24, 2025 Signal or Noise Jan 24, 2025
- Jan 17, 2025 Real Estate Investing: The Good, the Bad and the Office Space Jan 17, 2025
- Jan 15, 2025 Understanding the SECURE 2.0 Act: Key Changes for 2025 Jan 15, 2025
- Jan 10, 2025 New Year, Same Fluctuating Economy Jan 10, 2025
- Jan 7, 2025 Outlook 2025 Jan 7, 2025
- Jan 7, 2025 Wealth Management Insights First Quarter 2025 Jan 7, 2025
- Jan 3, 2025 Trees Don’t Grow to the Sky Jan 3, 2025
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December 2024
- Dec 27, 2024 Remember Tomorrow Dec 27, 2024
- Dec 20, 2024 Reason or Excuse? Dec 20, 2024
- Dec 18, 2024 Working With Your Team of Financial Professionals Dec 18, 2024
- Dec 13, 2024 Trimming the Fat: Uncle Sam's New Diet Plan Dec 13, 2024
- Dec 12, 2024 Proper Structuring of an Irrevocable Life Insurance Trust (ILIT) Dec 12, 2024
- Dec 6, 2024 Turning the Page Dec 6, 2024
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November 2024
- Nov 29, 2024 Glass Half Full for the Holidays Nov 29, 2024
- Nov 22, 2024 The Battle for Retail Nov 22, 2024
- Nov 20, 2024 Optimizing Your Finances at Year End Nov 20, 2024
- Nov 15, 2024 The Hidden Strain Behind Economic Data Nov 15, 2024
- Nov 13, 2024 KXL Radio Interviews with Ferguson Wellman Nov 13, 2024
- Nov 8, 2024 The Election and Interest Rates Nov 8, 2024
- Nov 1, 2024 Trick or Treat Nov 1, 2024
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October 2024
- Oct 25, 2024 Ferguson Wellman and West Bearing Recognized at 2024 Corporate Philanthropy Awards Oct 25, 2024
- Oct 25, 2024 High Hurdle Oct 25, 2024
- Oct 18, 2024 Setting the Stage Oct 18, 2024
- Oct 17, 2024 Wealth Management Insights Fourth Quarter 2024 Oct 17, 2024
- Oct 17, 2024 Wealth Management Insights Video Fourth Quarter 2024 Oct 17, 2024
- Oct 16, 2024 The Importance of Per Stirpes and Per Capita Elections in Estate Planning and Beneficiary Designations Oct 16, 2024
- Oct 11, 2024 Two Years Later Oct 11, 2024
- Oct 4, 2024 A Market Moving Week: Both at Home and Abroad Oct 4, 2024
- Oct 4, 2024 Investment Strategy Video Fourth Quarter 2024 Oct 4, 2024
- Oct 4, 2024 Market Letter Fourth Quarter 2024 Oct 4, 2024
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September 2024
- Sep 27, 2024 Home Sweet Home Economics: Decoding the Fed's Impact on Housing Sep 27, 2024
- Sep 20, 2024 Big Week for the Number 50 Sep 20, 2024
- Sep 17, 2024 Considering a Move? What To Know About Changing Domicile Sep 17, 2024
- Sep 13, 2024 Time to Pivot Sep 13, 2024
- Sep 6, 2024 Jobs > Inflation Sep 6, 2024
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August 2024
- Aug 30, 2024 Labor (To)day Aug 30, 2024
- Aug 23, 2024 Too Big for Texas Aug 23, 2024
- Aug 21, 2024 Business Owners & The Changing Buy-Sell Agreement Landscape Aug 21, 2024
- Aug 16, 2024 What to Expect When You're Expecting (a Rate Cut) Aug 16, 2024
- Aug 9, 2024 Win Sahm, Lose Sahm Aug 9, 2024
- Aug 2, 2024 The Devil (and Dove) Are in the Details Aug 2, 2024
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July 2024
- Jul 26, 2024 Faster Growth, Slower Inflation Jul 26, 2024
- Jul 26, 2024 IRS Publishes Clarification on SECURE Acts Jul 26, 2024
- Jul 19, 2024 Rotation Jul 19, 2024
- Jul 17, 2024 Discovering the Hidden Gem of Your Portfolio: Net Unrealized Appreciation Jul 17, 2024
- Jul 16, 2024 Wealth Management Insights Video Third Quarter 2024 Jul 16, 2024
- Jul 12, 2024 Fiscal Irresponsibility Jul 12, 2024
- Jul 5, 2024 Tale of the 10-Year Treasury Jul 5, 2024
- Jul 5, 2024 Investment Strategy Video Third Quarter 2024 Jul 5, 2024
- Jul 2, 2024 Wealth Management Insights Third Quarter 2024 Jul 2, 2024
- Jul 1, 2024 Market Letter Third Quarter 2024 Jul 1, 2024
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June 2024
- Jun 28, 2024 Steady As She Goes Jun 28, 2024
- Jun 21, 2024 Nvidia Briefly Takes the Crown Jun 21, 2024
- Jun 14, 2024 Hawks vs. Stocks Jun 14, 2024
- Jun 7, 2024 A Loosening Jobs Market Jun 7, 2024
- Jun 4, 2024 Quarterly Publication Focus: Planning for an Alternate Scenario Jun 4, 2024
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May 2024
- May 31, 2024 Vibecession May 31, 2024
- May 29, 2024 Quarterly Publication Focus: Ensuring Continuity in 529 Plans May 29, 2024
- May 24, 2024 Talkin' 'Bout My Generation May 24, 2024
- May 22, 2024 Higher Education: Which Path Is Right for You? May 22, 2024
- May 16, 2024 Patience Pays May 16, 2024
- May 15, 2024 Quarterly Publication Focus: Planning for our Children's Future May 15, 2024
- May 10, 2024 Putting the ‘Income’ Back in Fixed Income May 10, 2024
- May 7, 2024 Planning for an Alternate Scenario May 7, 2024
- May 6, 2024 Quarterly Publication Focus: So Far, So Good May 6, 2024
- May 6, 2024 Planning for Our Children's Future May 6, 2024
- May 3, 2024 Mega-Cap Earnings in Focus May 3, 2024
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April 2024
- Apr 26, 2024 Why Does Everything Feel So Expensive? Apr 26, 2024
- Apr 24, 2024 2024 Required Minimum Distributions for IRA Beneficiaries Waived Again by IRS Apr 24, 2024
- Apr 19, 2024 Two Steps Forward, One Step Back Apr 19, 2024
- Apr 17, 2024 Houle on KOIN Wallet Wednesday Apr 17, 2024
- Apr 12, 2024 Is 3% the New 2%? Apr 12, 2024
- Apr 11, 2024 Second Quarter 2024 Investment Strategy Video: So Far, So Good Apr 11, 2024
- Apr 10, 2024 Helping the Next Generation with Buying a Home Apr 10, 2024
- Apr 9, 2024 Market Letter Second Quarter 2024: So Far, So Good Apr 9, 2024
- Apr 8, 2024 Wealth Management Insights Second Quarter 2024: Planning for Our Children's Future Apr 8, 2024
- Apr 5, 2024 Commercial is not 2008 Residential Apr 5, 2024
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March 2024
- Mar 28, 2024 A Good Year In a Few Months: The U.S. Stock Market's Remarkable Rally Mar 28, 2024
- Mar 22, 2024 The End of an Era Mar 22, 2024
- Mar 15, 2024 What Goes Up, Must Come Down ... Eventually Mar 15, 2024
- Mar 13, 2024 Things to Know Around Tax Time Mar 13, 2024
- Mar 8, 2024 S is for Shrinkflation Mar 8, 2024
- Mar 1, 2024 2023 Annual Report Mar 1, 2024
- Mar 1, 2024 Productivity = Prosperity Mar 1, 2024
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February 2024
- Feb 29, 2024 Ferguson Wellman Shareholders Elect Frankel and Norris to the Board Feb 29, 2024
- Feb 23, 2024 Do Trees Grow to the Sky? Feb 23, 2024
- Feb 20, 2024 Investment Outlook 2024 Video: Sticking the Landing Feb 20, 2024
- Feb 16, 2024 The Last Mile Feb 16, 2024
- Feb 15, 2024 Norris Interviewed by KXL Radio Feb 15, 2024
- Feb 14, 2024 Double Your Savings With a Spousal IRA Feb 14, 2024
- Feb 9, 2024 ”Is It Over Now?” Feb 9, 2024
- Feb 7, 2024 2024 Key Numbers Related to Wealth Planning Feb 7, 2024
- Feb 2, 2024 Just More of It Feb 2, 2024
- Feb 2, 2024 Oregon Business Magazine Names Ferguson Wellman Number One on Financial Planners Powerlist Feb 2, 2024
- Feb 1, 2024 Lago and Pahlow Promoted to New Leadership Roles Feb 1, 2024
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January 2024
- Jan 26, 2024 Unexpected Bounce: U.S. GDP Defies Gravity Jan 26, 2024
- Jan 25, 2024 2024 Investment Outlook Webinar Video: Sticking the Landing Jan 25, 2024
- Jan 24, 2024 Do I Need to Sell My Investment? Jan 24, 2024
- Jan 19, 2024 Strong Start Jan 19, 2024
- Jan 16, 2024 Wealth Management Insights: The Value of Planning Jan 16, 2024
- Jan 16, 2024 2024 Outlook Publication: Sticking the Landing Jan 16, 2024
- Jan 12, 2024 What's Next for Interest Rates? Jan 12, 2024
- Jan 5, 2024 Not Too Hot, Not Too Cold Jan 5, 2024
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December 2023
- Dec 29, 2023 Reflections Dec 29, 2023
- Dec 22, 2023 Holiday Jubilation Dec 22, 2023
- Dec 19, 2023 Hitting the Essentials Before Year-End Dec 19, 2023
- Dec 15, 2023 Crystal Ball or Magic 8 Ball? Dec 15, 2023
- Dec 11, 2023 Scott Christianson, CFP®, in Business Matters Dec 11, 2023
- Dec 8, 2023 A Different Type of Housing Crisis Dec 8, 2023
- Dec 8, 2023 Ferguson Wellman Recognized as a Most Admired Company by Portland Business Journal Dec 8, 2023
- Dec 1, 2023 'Tis the Season for Tradition Dec 1, 2023
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November 2023
- Nov 24, 2023 Giving Thanks (And Talking Drama) Nov 24, 2023
- Nov 22, 2023 Congratulations on the Newest Member of Your Family Nov 22, 2023
- Nov 20, 2023 InvestmentNews Magazine Names Ferguson Wellman to Top Regional Fee-Only RIAs List Nov 20, 2023
- Nov 17, 2023 Early Holiday Cheer Nov 17, 2023
- Nov 10, 2023 Not So Fast, My Friend Nov 10, 2023
- Nov 3, 2023 More Gas, Same Brakes Nov 3, 2023
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October 2023
- Oct 31, 2023 Tips for Staying Secure Online Oct 31, 2023
- Oct 30, 2023 Ferguson Wellman and West Bearing Recognized at Corporate Philanthropy Awards Oct 30, 2023
- Oct 27, 2023 Mixed Signals Oct 27, 2023
- Oct 27, 2023 Ferguson Wellman 73 on Barron’s Top 100 RIA Firms List for 2023 Oct 27, 2023
- Oct 20, 2023 Rates and Rates Oct 20, 2023
- Oct 19, 2023 Wealth Management Insights Forum: Impactful Planning through Life's Phases Oct 19, 2023
- Oct 17, 2023 Staying Organized: Managing an Efficient Relationship with Your Tax Professional Oct 17, 2023
- Oct 13, 2023 Augmenting Intelligence Oct 13, 2023
- Oct 6, 2023 King Dollar and the Bond Vigilantes Oct 6, 2023
- Oct 4, 2023 Investment Strategy Video: Inflation's Flame Flickers Oct 4, 2023
- Oct 3, 2023 Fourth Quarter 2023 Market Letter: Inflation's Flame Flickers Oct 3, 2023
- Oct 3, 2023 Fourth Quarter 2023 Wealth Management Insights: Gifting IRA Funds to Charity and Other Smart Philanthropic and Tax Strategies Oct 3, 2023
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September 2023
- Sep 29, 2023 CNBC and Financial Advisor Names Ferguson Wellman to 2023 RIA Ranking Sep 29, 2023
- Sep 29, 2023 Legends of the Fall Sep 29, 2023
- Sep 22, 2023 Seasons Change But History Remains Sep 22, 2023
- Sep 15, 2023 Is China's Economic Dream in Trouble? Sep 15, 2023
- Sep 13, 2023 Medicare and Open Enrollment Season Sep 13, 2023
- Sep 8, 2023 The Waiting Place Sep 8, 2023
- Sep 7, 2023 Daibes Higgins on KOIN Wallet Wednesday Sep 7, 2023
- Sep 1, 2023 Cooling of the Labor Market Sep 1, 2023
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August 2023
- Aug 25, 2023 All Rise: What’s Driving Higher Interest Rates? Aug 25, 2023
- Aug 24, 2023 Building Healthy Money Habits for Kids Aug 24, 2023
- Aug 18, 2023 Dog Days of Summer Aug 18, 2023
- Aug 15, 2023 Ferguson Wellman Number 5 on Portland Business Journal Largest Money Management Firms List Aug 15, 2023
- Aug 11, 2023 The Pulse on Healthcare Inflation Aug 11, 2023
- Aug 4, 2023 When Is A Surprise Not A Surprise? Aug 4, 2023
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July 2023
- Jul 28, 2023 Last Hike of the Season Jul 28, 2023
- Jul 26, 2023 Will Social Security Be There for Me? Jul 26, 2023
- Jul 25, 2023 Oregon Business Magazine Names Ferguson Wellman to Top Financial Planners List Jul 25, 2023
- Jul 21, 2023 The Recession Expectation Conundrum Jul 21, 2023
- Jul 18, 2023 Third Quarter 2023 Investment Strategy Video: Standing Eight Count Jul 18, 2023
- Jul 14, 2023 Manic Frustration Jul 14, 2023
- Jul 12, 2023 Celebrating 10 Years: West Bearing Investments Jul 12, 2023
- Jul 10, 2023 Third Quarter 2023 Wealth Management Insights: An Empowered and Secure Retirement Jul 10, 2023
- Jul 10, 2023 Third Quarter 2023 Market Letter: Standing Eight Count Jul 10, 2023
- Jul 7, 2023 The Labor Market Holds the Key Jul 7, 2023
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June 2023
- Jun 30, 2023 First Half Fireworks Jun 30, 2023
- Jun 30, 2023 2023 Mid-Year Update Video Jun 30, 2023
- Jun 23, 2023 Thematic Investing in Artificial Intelligence Jun 23, 2023
- Jun 22, 2023 Lago on KOIN Wallet Wednesday Jun 22, 2023
- Jun 16, 2023 Hop, Skip and a Jump? Jun 16, 2023
- Jun 15, 2023 The Swiss Army Knife of Tax-Advantaged Accounts Jun 15, 2023
- Jun 9, 2023 Pahlow on KOIN Wallet Wednesday Jun 9, 2023
- Jun 9, 2023 Changing of the Guard Jun 9, 2023
- Jun 8, 2023 2022 Annual Report Jun 8, 2023
- Jun 2, 2023 Puget Sound Business Journal Names Ferguson Wellman to Wealth and Asset Management List Jun 2, 2023
- Jun 2, 2023 Better Late Than Never Jun 2, 2023
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May 2023
- May 26, 2023 Debt Drama Update May 26, 2023
- May 19, 2023 A Nifty Fifty Redux? May 19, 2023
- May 18, 2023 Solutions for Excess Funds in a 529 Education Savings Plan May 18, 2023
- May 12, 2023 Slowing Progress May 12, 2023
- May 5, 2023 A Lot to Digest May 5, 2023
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April 2023
- Apr 28, 2023 Gradual, Then Suddenly Apr 28, 2023
- Apr 26, 2023 Wealth Management Insights: Caring for Ourselves and Our Loved Ones Apr 26, 2023
- Apr 21, 2023 A Debt Ceiling Primer Apr 21, 2023
- Apr 21, 2023 Selecting a Trustee and Executor Apr 21, 2023
- Apr 14, 2023 Spring Has Sprung Apr 14, 2023
- Apr 12, 2023 Wealth Management Insights Q2 2023: Keeping Your Estate Planning and Education Funding on Track Apr 12, 2023
- Apr 11, 2023 Market Letter: Stalemate Apr 11, 2023
- Apr 11, 2023 Investment Strategy Video: Stalemate Apr 11, 2023
- Apr 7, 2023 21st Century Bicycle Apr 7, 2023
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March 2023
- Mar 31, 2023 In the Spotlight Mar 31, 2023
- Mar 30, 2023 Dickason Interviewed on KGW Mar 30, 2023
- Mar 24, 2023 Price Stability Versus Financial Stability Mar 24, 2023
- Mar 21, 2023 Upcoming Changes to Catch-Up Contributions Mar 21, 2023
- Mar 17, 2023 March Madness Started Early This Year Mar 17, 2023
- Mar 16, 2023 Chappell Authors Spokane Journal of Business Article Mar 16, 2023
- Mar 10, 2023 Higher for Longer Mar 10, 2023
- Mar 3, 2023 Data > Headlines Mar 3, 2023
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February 2023
- Feb 24, 2023 Higher Inflation. Higher Fed Funds. Lower Stock Valuations. Feb 24, 2023
- Feb 17, 2023 Opportunity Costs Feb 17, 2023
- Feb 10, 2023 The Eleventh Hour Feb 10, 2023
- Feb 9, 2023 2023 Annual Limits for Tax and Wealth Planning Feb 9, 2023
- Feb 3, 2023 Summer of '69 Feb 3, 2023
- Feb 2, 2023 Wealth Management Insights Video: Planning for Incremental and Potentially Substantial Changes Feb 2, 2023
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January 2023
- Jan 27, 2023 Labor Market in Limbo Jan 27, 2023
- Jan 25, 2023 No New RMDs in 2023 Jan 25, 2023
- Jan 20, 2023 The Return of Income and Insurance Jan 20, 2023
- Jan 17, 2023 Wealth Management Insights First Quarter 2023: Planning for Incremental and Potentially Substantial Changes Jan 17, 2023
- Jan 13, 2023 2023 Investment Outlook Video Jan 13, 2023
- Jan 13, 2023 Extinguishing the Flame Jan 13, 2023
- Jan 13, 2023 2023 Outlook Publication Jan 13, 2023
- Jan 6, 2023 Turning the Page Jan 6, 2023
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December 2022
- Dec 30, 2022 Housing Crisis 2.0? Dec 30, 2022
- Dec 23, 2022 This Too Shall Pass Dec 23, 2022
- Dec 22, 2022 Optimizing the Tax Benefits of Charitable Giving Dec 22, 2022
- Dec 16, 2022 The Fed Holds Fast Dec 16, 2022
- Dec 14, 2022 Opportunities for Strategic Tax and Philanthropic Planning Dec 14, 2022
- Dec 9, 2022 A December to Remember Dec 9, 2022
- Dec 6, 2022 Words That Inspire the Season Dec 6, 2022
- Dec 2, 2022 JOLT to the Job Market Dec 2, 2022
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November 2022
- Nov 30, 2022 Ferguson Wellman Recognized as a Portland Business Journal's Most Admired Company Nov 30, 2022
- Nov 25, 2022 The Return of Yield Nov 25, 2022
- Nov 18, 2022 Mixed Signals Nov 18, 2022
- Nov 14, 2022 Planning for a Successful Tax Filing Nov 14, 2022
- Nov 11, 2022 Divided We Stand Nov 11, 2022
- Nov 4, 2022 Groundhog Day Nov 4, 2022
- Nov 4, 2022 Reviewing Existing Life Insurance Policies Nov 4, 2022
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October 2022
- Oct 28, 2022 The Fed's Conundrum Oct 28, 2022
- Oct 25, 2022 Financial Planning Names Ferguson Wellman to RIA Leaders 2022 List Oct 25, 2022
- Oct 24, 2022 Lago Authors Spokane Journal of Business Article Oct 24, 2022
- Oct 21, 2022 Third Quarter Earnings Season Kicks Off Oct 21, 2022
- Oct 14, 2022 King Dollar Oct 14, 2022
- Oct 13, 2022 Anderson on KOIN Wallet Wednesday Oct 13, 2022
- Oct 7, 2022 The Bear Market Bounce Oct 7, 2022
- Oct 4, 2022 CNBC and Financial Advisor Names Ferguson Wellman to 2022 RIA Ranking Oct 4, 2022
- Oct 3, 2022 Fourth Quarter 2022 Investment Strategy Video: Bad News Is Good News Oct 3, 2022
- Oct 3, 2022 Fourth Quarter 2022 Wealth Management Insights: Strategic Tax and Philanthropic Planning Oct 3, 2022
- Oct 3, 2022 Fourth Quarter 2022 Market Letter: Bad News Is Good News Oct 3, 2022
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September 2022
- Sep 30, 2022 Round Trip Sep 30, 2022
- Sep 29, 2022 Ferguson Wellman Remains on Barron's Top 100 RIA Firms List for 2022 Sep 29, 2022
- Sep 29, 2022 Octavia Group: Ferguson Wellman's Private Family Office Sep 29, 2022
- Sep 23, 2022 Fed Pain Sep 23, 2022
- Sep 21, 2022 Social Security Claiming Considerations Sep 21, 2022
- Sep 16, 2022 Can't Catch a Break Sep 16, 2022
- Sep 9, 2022 Higher Rates to the Rescue Sep 9, 2022
- Sep 2, 2022 Where Are the Missing Workers? Sep 2, 2022
-
August 2022
- Aug 30, 2022 Medicare: Understanding the Basics Aug 30, 2022
- Aug 26, 2022 No Blinking in the Tetons Aug 26, 2022
- Aug 19, 2022 The Funambulist Fed Aug 19, 2022
- Aug 17, 2022 Social Security Spousal Benefits Aug 17, 2022
- Aug 12, 2022 Inflation Redux Aug 12, 2022
- Aug 5, 2022 When Good News is Bad News Aug 5, 2022
- Aug 4, 2022 Bond Math Aug 4, 2022
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July 2022
- Jul 29, 2022 Daibes Higgins on KOIN Wallet Wednesday Jul 29, 2022
- Jul 29, 2022 A Year Like No Other Jul 29, 2022
- Jul 25, 2022 Recording: Mid-Year Economic Outlook Webinar with Portland and Puget Sound Business Journals Jul 25, 2022
- Jul 22, 2022 Dry Powder Jul 22, 2022
- Jul 20, 2022 Making the Most of All Your Benefits - Wealth Management Insights Video Jul 20, 2022
- Jul 20, 2022 Social Security Claiming Fundamentals Jul 20, 2022
- Jul 15, 2022 Rearview Mirror Jul 15, 2022
- Jul 8, 2022 Bonds Acting Like Bonds Jul 8, 2022
- Jul 8, 2022 Third Quarter 2022 Wealth Management Insights Publication: Making the Most of All Your Benefits Jul 8, 2022
- Jul 8, 2022 Third Quarter 2022 Market Letter: Balancing Act Jul 8, 2022
- Jul 6, 2022 Third Quarter 2022 Investment Strategy Video: Balancing Act Jul 6, 2022
- Jul 1, 2022 Paranoid Jul 1, 2022
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June 2022
- Jun 24, 2022 Norris Interviewed on Boise Public Radio Jun 24, 2022
- Jun 24, 2022 The Calm after the Storm Jun 24, 2022
- Jun 17, 2022 Party Like It's 1994 Jun 17, 2022
- Jun 10, 2022 Too Hot to Handle Jun 10, 2022
- Jun 3, 2022 Have Yields Peaked? Jun 3, 2022
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May 2022
- May 27, 2022 Shifting Demand May 27, 2022
- May 24, 2022 529 Plans: Common Misconceptions May 24, 2022
- May 20, 2022 The Correction Deepens May 20, 2022
- May 18, 2022 Capital Markets Update: Is This as Bad as It Gets? May 18, 2022
- May 18, 2022 529 Plan Update: A Material Change in Planning May 18, 2022
- May 16, 2022 Wealth Management Insights Video: Understanding the Impact of Ownership and Beneficiary Designations May 16, 2022
- May 12, 2022 Tug of War May 12, 2022
- May 12, 2022 Back in Black: the Resurgence of Oil May 12, 2022
- May 9, 2022 Wealth Management Insights Forum: Managing Wealth through Transitions May 9, 2022
- May 6, 2022 Fear and Greed May 6, 2022
-
April 2022
- Apr 29, 2022 Pahlow Discusses Sustainable Financial Decision Making on Wallet Wednesday Apr 29, 2022
- Apr 29, 2022 Mixed Reviews Apr 29, 2022
- Apr 22, 2022 Patience Pays Off Apr 22, 2022
- Apr 14, 2022 When It Rains It Pours Apr 14, 2022
- Apr 11, 2022 Important Considerations for Uniform Transfer to Minors and Uniform Gift to Minors Accounts Apr 11, 2022
- Apr 8, 2022 Back to Work Apr 8, 2022
- Apr 8, 2022 Second Quarter 2022 Wealth Management Insights Publication Apr 8, 2022
- Apr 8, 2022 Second Quarter 2022 Market Letter Publication: Kryptonite Apr 8, 2022
- Apr 8, 2022 Second Quarter 2022 Investment Strategy Update: Kryptonite Apr 8, 2022
- Apr 1, 2022 What Really Matters Apr 1, 2022
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March 2022
- Mar 25, 2022 The Fed Hike Begins Mar 25, 2022
- Mar 24, 2022 Proposed Changes for IRA Beneficiaries Under the SECURE Act Mar 24, 2022
- Mar 18, 2022 We Have Liftoff Mar 18, 2022
- Mar 11, 2022 Under Pressure Mar 11, 2022
- Mar 4, 2022 U.S. Economy Continues to Power Through Mar 4, 2022
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February 2022
- Feb 25, 2022 Navigating a Geopolitical Crisis Feb 25, 2022
- Feb 24, 2022 Basic Tax Considerations When Selling Real Estate Feb 24, 2022
- Feb 24, 2022 2021 Annual Report Feb 24, 2022
- Feb 18, 2022 Market Turbulence: Remain Focused on Long-Term Fundamentals Feb 18, 2022
- Feb 11, 2022 Gaining Altitude: Alternatives Fly Above the Radar Feb 11, 2022
- Feb 9, 2022 Considerations for Strategic Tax and Wealth Planning in 2022 Feb 9, 2022
- Feb 4, 2022 Raising Rates for the Right Reason Feb 4, 2022
- Feb 3, 2022 Putnam Hired as Portfolio Manager for West Bearing Investments Feb 3, 2022
- Feb 1, 2022 Life Expectancy and Wealth Planning Feb 1, 2022
-
January 2022
- Jan 28, 2022 Return to Ordinary Jan 28, 2022
- Jan 21, 2022 The Fed Is Raising Rates … Now What? Jan 21, 2022
- Jan 21, 2022 2022 Investment Outlook Video: Extraordinary to Ordinary Jan 21, 2022
- Jan 19, 2022 Preparing to Sell a Business Jan 19, 2022
- Jan 14, 2022 Under the Hood (of Capital Markets) Jan 14, 2022
- Jan 13, 2022 First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money Jan 13, 2022
- Jan 7, 2022 Santa Claus is Leaving Town Jan 7, 2022
- Jan 3, 2022 Wealth Management Insights: Valuing the Resources of Time and Money Jan 3, 2022
- Jan 3, 2022 Outlook 2022: Extraordinary to Ordinary Jan 3, 2022
-
December 2021
- Dec 31, 2021 Back in Time Dec 31, 2021
- Dec 24, 2021 The Santa Claus Rally Dec 24, 2021
- Dec 17, 2021 Turning of the Tide Dec 17, 2021
- Dec 15, 2021 ‘Tis the Season for Gifting Dec 15, 2021
- Dec 10, 2021 Demand-Driven Disruption Dec 10, 2021
- Dec 3, 2021 Omicron Volatility Dec 3, 2021
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November 2021
- Nov 26, 2021 Season of Spending Nov 26, 2021
- Nov 19, 2021 Communication is the Key Nov 19, 2021
- Nov 17, 2021 Wrapping Up 2021 With a Bow: Year-End Planning Nov 17, 2021
- Nov 12, 2021 Cryptocurrency FOMO - Are We Really Missing Out? Nov 12, 2021
- Nov 5, 2021 The Strong Get Stronger Nov 5, 2021
-
October 2021
- Oct 29, 2021 If You Build It, They Will Come Oct 29, 2021
- Oct 22, 2021 Climbing the "Wall of Worry" Oct 22, 2021
- Oct 20, 2021 Considering Medical Expenses in Retirement Oct 20, 2021
- Oct 15, 2021 Not Your Father's Stagflation Oct 15, 2021
- Oct 14, 2021 Year-End Insights: Certain Strategies for Uncertain Times Oct 14, 2021
- Oct 8, 2021 Where Did Everyone Go? Oct 8, 2021
- Oct 5, 2021 Fourth Quarter 2021 Investment Strategy Video Oct 5, 2021
- Oct 1, 2021 Fourth Quarter 2021 Wealth Management Insights: Certain Strategies for Uncertain Times Oct 1, 2021
- Oct 1, 2021 Fourth Quarter 2021 Market Letter: Speed Bumps Oct 1, 2021
- Oct 1, 2021 Skating to Where the Puck Is Going Oct 1, 2021
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September 2021
- Sep 24, 2021 Changing Seasons Sep 24, 2021
- Sep 20, 2021 Ferguson Wellman on Barron's Top RIA Firms 2021 List Sep 20, 2021
- Sep 17, 2021 Respect Sep 17, 2021
- Sep 15, 2021 Five Tips to Mitigate Cybersecurity Breaches Sep 15, 2021
- Sep 10, 2021 Laboring Along Sep 10, 2021
- Sep 3, 2021 Just Keep Swimming ... Just Keep Swimming Sep 3, 2021
- Sep 1, 2021 Meet Our 2020-2021 New Hires Sep 1, 2021
-
August 2021
- Aug 27, 2021 Soundproof Markets Aug 27, 2021
- Aug 26, 2021 Wealth Management Insights Video: Protecting Your Assets and the Evolving Retirement Rulebook Aug 26, 2021
- Aug 20, 2021 The Song Remains the Same Aug 20, 2021
- Aug 18, 2021 Backdoor and Mega Backdoor Roth Strategies Aug 18, 2021
- Aug 13, 2021 Synchronicity Aug 13, 2021
- Aug 6, 2021 Housing Bubble 2.0? Aug 6, 2021
-
July 2021
- Jul 30, 2021 Are We There Yet? Jul 30, 2021
- Jul 29, 2021 Tax Strategies to Help Navigate the American Families Plan Proposal Jul 29, 2021
- Jul 23, 2021 Breakthrough Earnings Jul 23, 2021
- Jul 22, 2021 Third Quarter 2021 Investment Strategy Webinar Jul 22, 2021
- Jul 16, 2021 A Quick Look Under the Hood Jul 16, 2021
- Jul 15, 2021 Third Quarter 2021 Wealth Management Insights Video Jul 15, 2021
- Jul 14, 2021 A Reality Check on College Costs Jul 14, 2021
- Jul 9, 2021 What’s the Deal with Interest Rates? Jul 9, 2021
- Jul 8, 2021 Third Quarter 2021 Wealth Management Insights Publication Jul 8, 2021
- Jul 8, 2021 Third Quarter 2021 Market Letter: Coming in Hot Jul 8, 2021
- Jul 8, 2021 Third Quarter 2021 Investment Strategy Video: Coming in Hot Jul 8, 2021
- Jul 2, 2021 Sign of the Times Jul 2, 2021
-
June 2021
- Jun 30, 2021 New Payroll Tax for Washington Residents Jun 30, 2021
- Jun 25, 2021 Summertime Blues Jun 25, 2021
- Jun 18, 2021 Exit Strategy Jun 18, 2021
- Jun 16, 2021 What to Do with Excess 529 Plan Funds? Jun 16, 2021
- Jun 15, 2021 Lifelong Excellence Speaker Series: Common Threads Jun 15, 2021
- Jun 11, 2021 Hot Off The Press Jun 11, 2021
- Jun 4, 2021 Signs! Jun 4, 2021
-
May 2021
- May 31, 2021 Ferguson Wellman Recognized as One of Portland's Largest Money Managers May 31, 2021
- May 28, 2021 Easing Into Summer May 28, 2021
- May 27, 2021 Oregon Business Magazine Names Firm to Financial Planner List May 27, 2021
- May 26, 2021 How to Choose a 529 Plan May 26, 2021
- May 21, 2021 An Inflation Fixation May 21, 2021
- May 14, 2021 It Finally Happened... May 14, 2021
- May 7, 2021 The Writing on the Wall May 7, 2021
- May 5, 2021 A Focus on 529 Plans in May May 5, 2021
-
April 2021
- Apr 30, 2021 Inflection Points Apr 30, 2021
- Apr 23, 2021 Error of the Estimates Apr 23, 2021
- Apr 20, 2021 Alphabet Soup: Examples of Irrevocable Trusts and Purposes Apr 20, 2021
- Apr 20, 2021 Second Quarter 2021 Investment Strategy Webinar Apr 20, 2021
- Apr 16, 2021 Inflation Bonds Apr 16, 2021
- Apr 14, 2021 Second Quarter 2021 Wealth Management Insights Video Apr 14, 2021
- Apr 12, 2021 Second Quarter 2021 Investment Strategy Video: Approaching 88 MPH Apr 12, 2021
- Apr 9, 2021 Knowing the Rules Apr 9, 2021
- Apr 6, 2021 Wealth Management Insights: Preparing Future Generations for a Legacy of Success Apr 6, 2021
- Apr 6, 2021 Market Letter Second Quarter 2021: Approaching 88 MPH Apr 6, 2021
- Apr 2, 2021 The "Yeah, but..." Recovery Apr 2, 2021
-
March 2021
- Mar 26, 2021 New Leadership and The Vaccine Pivot Mar 26, 2021
- Mar 24, 2021 Inheritance: Navigating the Bittersweet Windfall Mar 24, 2021
- Mar 19, 2021 Panic Attack Mar 19, 2021
- Mar 12, 2021 The COVID Pandemic Turns One Mar 12, 2021
- Mar 11, 2021 2020 Annual Report Mar 11, 2021
- Mar 5, 2021 Statement of Confidence Mar 5, 2021
- Mar 2, 2021 Wealth Management Insights Forum: Planning for the Future Mar 2, 2021
-
February 2021
- Feb 26, 2021 Changing of the Guard Feb 26, 2021
- Feb 19, 2021 Inflation and the Recovery Feb 19, 2021
- Feb 18, 2021 2021 Annual Limits for Tax and Wealth Planning Feb 18, 2021
- Feb 12, 2021 Preparing for Volatility and Alarmist Headlines Feb 12, 2021
- Feb 5, 2021 Focus on the Fundamentals Feb 5, 2021
- Feb 2, 2021 Q&A from Investment Outlook 2021 Feb 2, 2021
-
January 2021
- Jan 29, 2021 GameStop: What's the Deal? Jan 29, 2021
- Jan 22, 2021 Money Talks Jan 22, 2021
- Jan 21, 2021 Investment Outlook 2021: Back to the Future Jan 21, 2021
- Jan 20, 2021 A Look Under the Hood at Wealth Planning Jan 20, 2021
- Jan 15, 2021 More Than Meets the Eye Jan 15, 2021
- Jan 8, 2021 Reinflation and Rotation Jan 8, 2021
- Jan 5, 2021 Wealth Management Insights First Quarter 2021 Jan 5, 2021
- Jan 5, 2021 Outlook 2021: Back to the Future Jan 5, 2021
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December 2020
- Dec 31, 2020 Pahlow Discusses Year-End Financial Planning Strategies on KOIN Dec 31, 2020
- Dec 31, 2020 Time for a New Year Dec 31, 2020
- Dec 24, 2020 Holiday Spirit Dec 24, 2020
- Dec 18, 2020 Post-COVID Commercial Real Estate Dec 18, 2020
- Dec 11, 2020 The Taming of the Flu Dec 11, 2020
- Dec 4, 2020 The Best and Worst of Times Dec 4, 2020
- Dec 4, 2020 Unique Year-End Financial Planning Opportunities in 2020 Dec 4, 2020
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November 2020
- Nov 27, 2020 A Vaccination Rotation Nov 27, 2020
- Nov 23, 2020 Dan Clifton Post-Election Discussion Webinar Recording Nov 23, 2020
- Nov 20, 2020 How Far into the Future? Nov 20, 2020
- Nov 20, 2020 Christianson in Portland Monthly Supporting Meals on Wheels People Nov 20, 2020
- Nov 18, 2020 The Gift of Charity Nov 18, 2020
- Nov 13, 2020 Two Steps Forward, One Step Back Nov 13, 2020
- Nov 6, 2020 Markets Abhor Uncertainty Nov 6, 2020
- Nov 4, 2020 Cole Interviewed by KXL Radio Nov 4, 2020
-
October 2020
- Oct 30, 2020 COVID Economy Oct 30, 2020
- Oct 28, 2020 Wealth Management Insights: Ready, Set, Wait ... Oct 28, 2020
- Oct 23, 2020 Humans Being Oct 23, 2020
- Oct 21, 2020 Q4 2020 Mid-Quarter Investment Strategy Update Oct 21, 2020
- Oct 16, 2020 Yield On, Yield Off Oct 16, 2020
- Oct 15, 2020 Wealth Management Strategy Fourth Quarter 2020: Ready, Set, Wait ... Oct 15, 2020
- Oct 14, 2020 Sector Spotlight: Technology Oct 14, 2020
- Oct 9, 2020 Making Sense of the (Un)Employment Picture Oct 9, 2020
- Oct 8, 2020 Should Low Interest Rates Alter When to Claim Social Security? Oct 8, 2020
- Oct 7, 2020 Lago Quoted in Forbes on the Topic of Giving with Impact Oct 7, 2020
- Oct 6, 2020 Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction Oct 6, 2020
- Oct 5, 2020 The Future of ESG Webinar Recording Oct 5, 2020
- Oct 2, 2020 Seasons of Change Oct 2, 2020
- Oct 2, 2020 Frankel Interviewed by KXL Radio Oct 2, 2020
- Oct 1, 2020 Mary Lago on KOIN's Wallet Wednesday Oct 1, 2020
-
September 2020
- Sep 30, 2020 Wealth Management Insights Fourth Quarter 2020 Sep 30, 2020
- Sep 30, 2020 Market Letter Fourth Quarter 2020 Sep 30, 2020
- Sep 25, 2020 September Effect Sep 25, 2020
- Sep 24, 2020 Ferguson Wellman Named to Top RIAs List by Barron's Sep 24, 2020
- Sep 22, 2020 Mary Lago Discusses Economic Impact of Wildfires Sep 22, 2020
- Sep 18, 2020 Get Medicare Savvy Sep 18, 2020
- Sep 18, 2020 At Home and Online Sep 18, 2020
- Sep 11, 2020 Unscripted Inflation? Sep 11, 2020
- Sep 11, 2020 Applying the Principles of Planning to Emergency Situations Sep 11, 2020
- Sep 11, 2020 Camaraderie and Cleanup in Downtown Portland Sep 11, 2020
- Sep 4, 2020 Jobs, Jobs, Jobs Sep 4, 2020
- Sep 3, 2020 Lifelong Excellence Speaker Series Webinar Recording: Coach Rich Brooks Sep 3, 2020
-
August 2020
- Aug 28, 2020 TINA and the Death of the Phillips Curve Aug 28, 2020
- Aug 28, 2020 Mid-Quarter Investment Strategy Update Webinar Aug 28, 2020
- Aug 27, 2020 Communicating Your Values Through Legacy Planning Aug 27, 2020
- Aug 21, 2020 103 Days Aug 21, 2020
- Aug 19, 2020 Wealth Management Webinar Recording: Planning for the Known and Unknown Aug 19, 2020
- Aug 14, 2020 A Slow Healing Process Aug 14, 2020
- Aug 7, 2020 Better, but a Long Way to Go Aug 7, 2020
- Aug 6, 2020 Preparing for Fire and Other Risks Aug 6, 2020
-
July 2020
- Jul 31, 2020 Fed Meets, Big Stocks Beats Jul 31, 2020
- Jul 24, 2020 Commercial Real Estate’s Perfect Storm Jul 24, 2020
- Jul 23, 2020 Investment Strategy Webinar Recording: Start Me Up Jul 23, 2020
- Jul 17, 2020 Two Steps Forward, One Step Back Jul 17, 2020
- Jul 14, 2020 Third Quarter 2020 Wealth Management Strategy: Planning for the Known and Unknown Jul 14, 2020
- Jul 10, 2020 Credit the Recovery Jul 10, 2020
- Jul 9, 2020 Third Quarter 2020 Investment Strategy Video: Start Me Up Jul 9, 2020
- Jul 6, 2020 Wealth Management Insights Third Quarter 2020 Jul 6, 2020
- Jul 6, 2020 Market Letter Third Quarter 2020: Start Me Up Jul 6, 2020
- Jul 2, 2020 The Global Economy is Healing Jul 2, 2020
- Jul 1, 2020 Update: Required Minimum Distributions Are Waived for 2020 Jul 1, 2020
-
June 2020
- Jun 26, 2020 A Shifting Narrative Jun 26, 2020
- Jun 23, 2020 Wealth Management Webinar Recording: Strategies for Now and Later Jun 23, 2020
- Jun 19, 2020 Resolving the Dichotomy Jun 19, 2020
- Jun 15, 2020 Hosfield Appears on Medford's KDRV Jun 15, 2020
- Jun 12, 2020 Stubbed Toe Jun 12, 2020
- Jun 11, 2020 Investment Strategy Webinar Recording: Post-COVID Sector Outlook Jun 11, 2020
- Jun 10, 2020 A Message from Ferguson Wellman and West Bearing Jun 10, 2020
- Jun 5, 2020 The Great Disconnect Jun 5, 2020
-
May 2020
- May 29, 2020 Down in a Hole May 29, 2020
- May 29, 2020 We Need a Reason to Celebrate … How About National 529 Day? May 29, 2020
- May 22, 2020 Baby Steps May 22, 2020
- May 22, 2020 Simple, Powerful Steps to Take Before Your Estate Planning Meeting May 22, 2020
- May 19, 2020 Webinar Video: Q3 Mid-Quarter Strategy Update May 19, 2020
- May 15, 2020 Opening for Business May 15, 2020
- May 8, 2020 A Lost Decade May 8, 2020
- May 1, 2020 "The Bad News Won't Stop but the Markets Keep Rising" May 1, 2020
-
April 2020
- Apr 24, 2020 The Return of $1 Gas? Apr 24, 2020
- Apr 22, 2020 A New Outlook on Earth Day Apr 22, 2020
- Apr 17, 2020 Chart-side Chats Apr 17, 2020
- Apr 9, 2020 What a Long, Strange Trip It's Been Apr 9, 2020
- Apr 3, 2020 Norris Interviewed on Boise State Public Radio Apr 3, 2020
- Apr 3, 2020 From Bad to Better Apr 3, 2020
- Apr 1, 2020 2020 Q2 Market Letter: Gimme Shelter Apr 1, 2020
-
March 2020
- Mar 30, 2020 Wealth Management Strategies for Now and Later Mar 30, 2020
- Mar 30, 2020 Second Quarter 2020 Investment Strategy Video: Gimme Shelter Mar 30, 2020
- Mar 30, 2020 Roth IRA Conversion Considerations Mar 30, 2020
- Mar 30, 2020 Important 2020 Tax Season Reminders Mar 30, 2020
- Mar 27, 2020 Unprecedented ... By All Measures Mar 27, 2020
- Mar 25, 2020 High Anxiety Mar 25, 2020
- Mar 25, 2020 FTC Scam Bingo: Helping Your Technology Stay Healthy Mar 25, 2020
- Mar 24, 2020 Planning for Healthcare in Retirement Mar 24, 2020
- Mar 20, 2020 Deferred Federal Tax Payments and Tax Filings Announced Mar 20, 2020
- Mar 20, 2020 March Sadness Mar 20, 2020
- Mar 19, 2020 2019 Annual Report Mar 19, 2020
- Mar 13, 2020 Cole Interviewed on KPTV Mar 13, 2020
- Mar 13, 2020 Cole and Lago Quoted in Portland Tribune Mar 13, 2020
- Mar 13, 2020 Where To From Here? Mar 13, 2020
- Mar 6, 2020 White Knuckles Mar 6, 2020
-
February 2020
- Feb 28, 2020 Fear Is Only as Deep as the Mind Allows Feb 28, 2020
- Feb 21, 2020 Cross Currents Feb 21, 2020
- Feb 14, 2020 The (U.S.) Consumer Keeps Coming Up Roses Feb 14, 2020
- Feb 14, 2020 Hit by Cupid’s Arrow but Not Tying the Knot? Tips for Unmarried Cohabiting Couples Feb 14, 2020
- Feb 7, 2020 (No) Beast of Burden Feb 7, 2020
-
January 2020
- Jan 31, 2020 Christianson, Harding and Havnaer Receive Promotions Jan 31, 2020
- Jan 31, 2020 Too Much to Overcome in the Near Term Jan 31, 2020
- Jan 24, 2020 Below the Tip of the Iceberg Jan 24, 2020
- Jan 17, 2020 Does Size Matter? Jan 17, 2020
- Jan 10, 2020 Back to the Basics Jan 10, 2020
- Jan 9, 2020 Investment Outlook Video Q1 2020: Age Is Just a Number Jan 9, 2020
- Jan 3, 2020 Ten Years After Jan 3, 2020
-
December 2019
- Dec 27, 2019 The Nightmare Before Christmas Dec 27, 2019
- Dec 23, 2019 The SECURE Act Creates Significant Changes for Retirement Plans Dec 23, 2019
- Dec 20, 2019 Turbulent Times Dec 20, 2019
- Dec 20, 2019 Outlook 2020 Dec 20, 2019
- Dec 13, 2019 Money Talks Dec 13, 2019
- Dec 6, 2019 The Fear Index Fades Dec 6, 2019
-
November 2019
- Nov 29, 2019 Investors Should Be Thankful Nov 29, 2019
- Nov 22, 2019 Mickey Mouse Nov 22, 2019
- Nov 15, 2019 Hope is Not Lost, It is Found Nov 15, 2019
- Nov 14, 2019 'Tis the Season for Year-End Financial Planning Nov 14, 2019
- Nov 8, 2019 Glass Half Full Nov 8, 2019
- Nov 1, 2019 Data Deluge Nov 1, 2019
-
October 2019
- Oct 31, 2019 Allowance Can Be the Best Treat for Kids Oct 31, 2019
- Oct 25, 2019 Show Me the Money Oct 25, 2019
- Oct 23, 2019 Gratitude for Dr. Brian Druker Oct 23, 2019
- Oct 18, 2019 The Ivy League … Grades Have Been Posted Oct 18, 2019
- Oct 16, 2019 Making a Change in Medicare Oct 16, 2019
- Oct 11, 2019 To Q.E. or Not to Q.E. Oct 11, 2019
- Oct 10, 2019 Investment Strategy Video Fourth Quarter 2019: Holding Pattern Oct 10, 2019
- Oct 7, 2019 Fourth Quarter Market Letter 2019: Holding Pattern Oct 7, 2019
- Oct 4, 2019 A Cycle Within a Cycle Oct 4, 2019
- Oct 3, 2019 Norris Interviewed on Public Radio Oct 3, 2019
-
September 2019
- Sep 27, 2019 Whistleblower Markets Sep 27, 2019
- Sep 20, 2019 Healthy Consumer, Healthy Economy Sep 20, 2019
- Sep 18, 2019 Does Refinancing Your Mortgage Make Sense? Sep 18, 2019
- Sep 13, 2019 Low Rates Drive New Supply Sep 13, 2019
- Sep 6, 2019 Growing... but Slowing Sep 6, 2019
-
August 2019
- Aug 30, 2019 And Yet It Moves … Aug 30, 2019
- Aug 27, 2019 Back to School for Ferguson Wellman and West Bearing Kids Aug 27, 2019
- Aug 23, 2019 Significant Risks Aug 23, 2019
- Aug 16, 2019 Rumors of the Market’s Demise Have Been Greatly Exaggerated Aug 16, 2019
- Aug 9, 2019 The “Swoosh" of the Inverted Yield Curve Aug 9, 2019
- Aug 2, 2019 Feeling the Summer Heat Aug 2, 2019
-
July 2019
- Jul 26, 2019 Portland Business Journal Ranks Ferguson Wellman in Top Ten of Money Managers List Jul 26, 2019
- Jul 26, 2019 Long Live the U.S. Consumer Jul 26, 2019
- Jul 26, 2019 Financial Advisor Names Ferguson Wellman to 2019 RIA Ranking Jul 26, 2019
- Jul 19, 2019 Stream Wars Jul 19, 2019
- Jul 17, 2019 Mary Lago Honored by Albertina Kerr Jul 17, 2019
- Jul 17, 2019 Ferguson Wellman Named to Financial Times Top 300 RIAs List 2019 Jul 17, 2019
- Jul 12, 2019 Why Cut? Jul 12, 2019
- Jul 11, 2019 Investment Strategy Video Third Quarter 2019: Mounting Headwinds Jul 11, 2019
- Jul 8, 2019 Market Letter Third Quarter 2019: Mounting Headwinds Jul 8, 2019
- Jul 5, 2019 Divergent Messages? Jul 5, 2019
-
June 2019
- Jun 28, 2019 Libra - All Signs Point to Interesting Jun 28, 2019
- Jun 27, 2019 10 Key Cyber Safety Tips Jun 27, 2019
- Jun 21, 2019 Veruca Salt and the Bond Market Jun 21, 2019
- Jun 19, 2019 2018 Annual Report Jun 19, 2019
- Jun 14, 2019 Sustaining Growth Jun 14, 2019
- Jun 7, 2019 180-Degree Shift Jun 7, 2019
-
May 2019
- May 31, 2019 In the Summertime May 31, 2019
- May 24, 2019 This Will Get Your Attention May 24, 2019
- May 17, 2019 Staying Invested May 17, 2019
- May 10, 2019 A Curve Ball in May May 10, 2019
- May 3, 2019 The Economy: Growing but Slowing May 3, 2019
- May 1, 2019 Ferguson Wellman and West Bearing Take Your Child to Work Day May 1, 2019
-
April 2019
- Apr 26, 2019 Tariffs Hit the Spin Cycle Apr 26, 2019
- Apr 18, 2019 Prognosis Negative Apr 18, 2019
- Apr 16, 2019 Second Quarter 2019 Investment Strategy Video: Delayed Arrival Apr 16, 2019
- Apr 12, 2019 Tax Seasoning: SALT and Preparers Apr 12, 2019
- Apr 12, 2019 Protect Yourself from Tax Scams Apr 12, 2019
- Apr 5, 2019 Global Hunt for Yield Apr 5, 2019
- Apr 3, 2019 2019 Market Letter Q2: Delayed Arrival Apr 3, 2019
-
March 2019
- Mar 29, 2019 0-for-7 Mar 29, 2019
- Mar 22, 2019 Policy U-Turn Mar 22, 2019
- Mar 15, 2019 March Madness Mar 15, 2019
- Mar 8, 2019 A Tin Star for the Market Mar 8, 2019
- Mar 1, 2019 Bonds 101 Mar 1, 2019
- Mar 1, 2019 Tax Reporting Reminders Mar 1, 2019
-
February 2019
- Feb 22, 2019 It's All About Confidence Feb 22, 2019
- Feb 15, 2019 Green Shoots in February Feb 15, 2019
- Feb 8, 2019 "Fewer Bigger Stronger" - Bill Joseph, Morgan Stanley Feb 8, 2019
- Feb 1, 2019 Closing the Gap Feb 1, 2019
-
January 2019
- Jan 25, 2019 Opportunity Zones: Walk, Don't Run Jan 25, 2019
- Jan 18, 2019 Versus Capital Update Jan 18, 2019
- Jan 14, 2019 Q1 2019 Investment Outlook Video Jan 14, 2019
- Jan 14, 2019 2019 Annual Limits for Tax and Wealth Planning Jan 14, 2019
- Jan 11, 2019 A Good View of Long-Term Investing Jan 11, 2019
- Jan 11, 2019 Leave the Past Behind Jan 11, 2019
- Jan 4, 2019 Growing But Slowing Jan 4, 2019
- Jan 2, 2019 Hosfield Quoted in Portland Tribune Jan 2, 2019
-
December 2018
- Dec 31, 2018 Outlook 2019 Dec 31, 2018
- Dec 28, 2018 Turning the Page Dec 28, 2018
- Dec 21, 2018 The Present We Didn’t Ask For Dec 21, 2018
- Dec 14, 2018 Walking Slowly in a Dark Room Dec 14, 2018
- Dec 7, 2018 Market Seesaw Dec 7, 2018
-
November 2018
- Nov 30, 2018 Trade Policy Tango Nov 30, 2018
- Nov 23, 2018 A Time for Thanksgiving Nov 23, 2018
- Nov 16, 2018 Slowing, Not Shrinking Nov 16, 2018
- Nov 9, 2018 The Way It Is Nov 9, 2018
- Nov 2, 2018 More Attractive Valuations Nov 2, 2018
-
October 2018
- Oct 26, 2018 Glass-Half-Empty Earnings Season Oct 26, 2018
- Oct 19, 2018 Short Pullback in a Long Bull Market Oct 19, 2018
- Oct 12, 2018 Growth Gain, Stock Pain Oct 12, 2018
- Oct 12, 2018 A Bump in Social Security Income in 2019 Oct 12, 2018
- Oct 9, 2018 Q4 2018 Investment Strategy Video Oct 9, 2018
- Oct 5, 2018 Sprint to the Finish Oct 5, 2018
- Oct 5, 2018 2018 Q4 Market Letter Oct 5, 2018
- Oct 3, 2018 Q4 2018 Investment Strategy Video Oct 3, 2018
- Oct 3, 2018 Gift of Caring: Insights and Communication for Proactive Planning for Families Oct 3, 2018
-
September 2018
- Sep 28, 2018 Not So Fast, My Friend Sep 28, 2018
- Sep 21, 2018 Reshuffling the Deck Sep 21, 2018
- Sep 14, 2018 Inflation is in the Eye of the Beholder Sep 14, 2018
- Sep 7, 2018 The Fear of an Inverted Yield Curve Sep 7, 2018
-
August 2018
- Aug 31, 2018 Waning Days of Summer Aug 31, 2018
- Aug 31, 2018 Jones Quoted in Portland Business Journal Article Aug 31, 2018
- Aug 24, 2018 The Long Run Aug 24, 2018
- Aug 17, 2018 Tariff and Turkey Talk Aug 17, 2018
- Aug 10, 2018 Main Street Over Wall Street? Aug 10, 2018
- Aug 10, 2018 Ferguson Wellman Article in Portland Business Journal Aug 10, 2018
- Aug 3, 2018 Shake-Ups Aug 3, 2018
-
July 2018
- Jul 27, 2018 What Matters for Stocks Jul 27, 2018
- Jul 20, 2018 Shifting into Gear Jul 20, 2018
- Jul 16, 2018 Q3 2018 Investment Strategy Video Jul 16, 2018
- Jul 13, 2018 Path to Productivity Jul 13, 2018
- Jul 9, 2018 2018 Q3 Market Letter Jul 9, 2018
- Jul 6, 2018 Good News on the Jobs Front Jul 6, 2018
-
June 2018
- Jun 29, 2018 Stressed Out Jun 29, 2018
- Jun 22, 2018 Short Stories Jun 22, 2018
- Jun 21, 2018 Cole Joins Ferguson Wellman’s Board of Directors Jun 21, 2018
- Jun 15, 2018 Action and Reaction Jun 15, 2018
- Jun 14, 2018 Resources Worth Routing: The GDPR Effect on Your Inbox Jun 14, 2018
- Jun 8, 2018 Winning in Later Innings Jun 8, 2018
- Jun 1, 2018 Quitaly Jun 1, 2018
-
May 2018
- May 25, 2018 A New Face May 25, 2018
- May 17, 2018 More Bang for Your Buck May 17, 2018
- May 16, 2018 The Hardest Thing to Understand, According to Einstein May 16, 2018
- May 11, 2018 Texas Tea May 11, 2018
- May 4, 2018 A Tale of Two Headlines May 4, 2018
-
April 2018
- Apr 27, 2018 Choose Your Own Adventure Apr 27, 2018
- Apr 20, 2018 iCan't Afford This Apr 20, 2018
- Apr 13, 2018 Back to Basics Apr 13, 2018
- Apr 10, 2018 Q2 2018 Investment Strategy Video Apr 10, 2018
- Apr 6, 2018 Lago Honored at Women of Influence Awards Apr 6, 2018
- Apr 6, 2018 It's Always Something Apr 6, 2018
- Apr 2, 2018 2018 Q2 Market Letter Apr 2, 2018
-
March 2018
- Mar 29, 2018 There's No Place Like Home Mar 29, 2018
- Mar 23, 2018 Will Facebook Find Some Friends? Mar 23, 2018
- Mar 16, 2018 Cole and Fovinci Quoted in The Bend Bulletin Mar 16, 2018
- Mar 16, 2018 50 Shades of Beige Mar 16, 2018
- Mar 9, 2018 There's a New Tariff in Town Mar 9, 2018
- Mar 6, 2018 2017 Annual Report Mar 6, 2018
- Mar 2, 2018 Fed Chair Powell - Yellen 2.0 Mar 2, 2018
-
February 2018
- Feb 23, 2018 Piling It On Feb 23, 2018
- Feb 16, 2018 Back In Business Feb 16, 2018
- Feb 9, 2018 Fire and Fury Feb 9, 2018
- Feb 5, 2018 Capital Markets Update, February 5, 2018: Correction Versus a Bear Market Feb 5, 2018
- Feb 2, 2018 January Is the Market's Groundhog? Feb 2, 2018
-
January 2018
- Jan 26, 2018 Give Me One Good Reason Jan 26, 2018
- Jan 19, 2018 Take the Money and Run Jan 19, 2018
- Jan 18, 2018 Q1 2018 Investment Strategy Video Jan 18, 2018
- Jan 12, 2018 Jones Quoted by Reuters Jan 12, 2018
- Jan 12, 2018 U.S. Core Inflation Drifts Slightly Higher Jan 12, 2018
- Jan 11, 2018 Highlights of the 2017 Tax Cuts and Jobs Act Jan 11, 2018
- Jan 5, 2018 Off to the Races Jan 5, 2018
- Jan 4, 2018 Outlook 2018 Jan 4, 2018
-
December 2017
- Dec 29, 2017 One More Time Dec 29, 2017
- Dec 22, 2017 Tax Cuts and Jobs Act: Gifts for Investors Dec 22, 2017
- Dec 15, 2017 A New Hope … In Congress Dec 15, 2017
- Dec 11, 2017 InvestmentNews Ranks Ferguson Wellman a "Top RIA" Dec 11, 2017
- Dec 8, 2017 Tax Reform and the Muni Market Dec 8, 2017
- Dec 1, 2017 Good Old Days Dec 1, 2017
-
November 2017
- Nov 24, 2017 A Time to Give Thanks Nov 24, 2017
- Nov 17, 2017 The Calm Before the Storm? Nov 17, 2017
- Nov 10, 2017 Taxman Nov 10, 2017
- Nov 3, 2017 Rudds Quoted in Lake Oswego Review Nov 3, 2017
-
October 2017
- Oct 27, 2017 High Enough? Oct 27, 2017
- Oct 20, 2017 Musical (Fed) Chairs Oct 20, 2017
- Oct 20, 2017 Dordevic Quoted in The Bulletin Oct 20, 2017
- Oct 13, 2017 Q4 2017 Investment Strategy Video Oct 13, 2017
- Oct 13, 2017 Getting Better All the Time Oct 13, 2017
- Oct 6, 2017 Runnin' Down a Dream (of Tax Reform) Oct 6, 2017
- Oct 2, 2017 2017 Q4 Market Letter Oct 2, 2017
-
September 2017
- Sep 29, 2017 Give Me Fuel, Give Me Fire Sep 29, 2017
- Sep 22, 2017 "Growth" May Be Getting Long in the Tooth Sep 22, 2017
- Sep 15, 2017 Smoke on the Water Sep 15, 2017
- Sep 15, 2017 Safeguarding Personal Data Online Sep 15, 2017
- Sep 8, 2017 Cause and Effect Sep 8, 2017
- Sep 8, 2017 Steps to Take Following the Equifax Breach Sep 8, 2017
- Sep 1, 2017 The Need for a POA Starts at 18 Sep 1, 2017
- Sep 1, 2017 Hurricane Force Sep 1, 2017
-
August 2017
- Aug 25, 2017 Low Expectations Aug 25, 2017
- Aug 18, 2017 Fed Balance Sheet Unwinds Aug 18, 2017
- Aug 11, 2017 Fovinci Quoted by Bloomberg Aug 11, 2017
- Aug 11, 2017 Rattle and Hum Aug 11, 2017
- Aug 4, 2017 All Things Being Relative Aug 4, 2017
-
July 2017
- Jul 28, 2017 Charlie Brown Kicks the Football Jul 28, 2017
- Jul 25, 2017 Fovinci Quoted in Forbes Jul 25, 2017
- Jul 21, 2017 Persistent, Pesky Problems Facing Pensions Jul 21, 2017
- Jul 20, 2017 Kinateder Hired as Executive Vice President Jul 20, 2017
- Jul 18, 2017 Q3 2017 Investment Strategy Video Jul 18, 2017
- Jul 14, 2017 Last Mile Home Jul 14, 2017
- Jul 14, 2017 Ferguson Wellman Ranked on Portland Business Journal Money Management List Jul 14, 2017
- Jul 7, 2017 Paradoxical Jul 7, 2017
- Jul 5, 2017 2017 Q3 Market Letter Jul 5, 2017
- Jul 5, 2017 Ferguson Wellman Ranked a “Top RIA” by Financial Advisor Jul 5, 2017
-
June 2017
- Jun 30, 2017 Can You Hear Me Now? Jun 30, 2017
- Jun 23, 2017 The Deal of the Year Jun 23, 2017
- Jun 22, 2017 Financial Times Names Ferguson Wellman to Top 300 RIA List Jun 22, 2017
- Jun 16, 2017 Move Over Wonder Woman; Yellen Speaks Jun 16, 2017
- Jun 9, 2017 Debt Ceiling, Tax Policy and Trickle-Down Economics Jun 9, 2017
- Jun 2, 2017 Changing of the Guard Jun 2, 2017
-
May 2017
- May 26, 2017 Winners and Losers May 26, 2017
- May 19, 2017 Politics and the Markets May 19, 2017
- May 12, 2017 All Quiet on the Western Front May 12, 2017
- May 5, 2017 Jobs, Jobs and More Jobs May 5, 2017
-
April 2017
- Apr 28, 2017 Profits Over Politics Apr 28, 2017
- Apr 21, 2017 Rubber Hits the Road Apr 21, 2017
- Apr 14, 2017 Q2 2017 Investment Strategy Video Apr 14, 2017
- Apr 13, 2017 The Confidence Game Apr 13, 2017
- Apr 7, 2017 The World Is a Dangerous Place Apr 7, 2017
-
March 2017
- Mar 31, 2017 Hard Versus Soft Data: By the Numbers Mar 31, 2017
- Mar 27, 2017 2017 Q2 Market Letter Mar 27, 2017
- Mar 24, 2017 How Sausage is Made Mar 24, 2017
- Mar 17, 2017 No Brackets Busted by the Fed Mar 17, 2017
- Mar 16, 2017 2016 Annual Report Mar 16, 2017
- Mar 10, 2017 Milestones Mar 10, 2017
- Mar 3, 2017 Black Jack Mar 3, 2017
- Mar 1, 2017 Anderson Hired as Senior Vice President Mar 1, 2017
-
February 2017
- Feb 27, 2017 Christianson, Frankel and Jones Receive Promotions Feb 27, 2017
- Feb 24, 2017 Frankie Says Relax Feb 24, 2017
- Feb 17, 2017 Borderline Feb 17, 2017
- Feb 10, 2017 The Yin and Yang of It All Feb 10, 2017
- Feb 3, 2017 Good News First Feb 3, 2017
-
January 2017
- Jan 27, 2017 Tapping the Commercial Real Estate Market Jan 27, 2017
- Jan 23, 2017 Q1 2017 Investment Strategy Video Jan 23, 2017
- Jan 20, 2017 Winds of Change Jan 20, 2017
- Jan 13, 2017 Getting Ahead of Ourselves Jan 13, 2017
- Jan 10, 2017 Ferguson Wellman Recognized as One of Portland Business Journal's Most Admired Companies Jan 10, 2017
- Jan 6, 2017 Show Me the Money Jan 6, 2017
- Jan 3, 2017 Outlook 2017 Jan 3, 2017
-
December 2016
- Dec 30, 2016 Baby What a Big Surprise Dec 30, 2016
- Dec 23, 2016 'Tis the Season for... Animal Spirit Dec 23, 2016
- Dec 16, 2016 Shifting Gears from Monetary to Fiscal Policy Dec 16, 2016
- Dec 9, 2016 An Early Christmas Dec 9, 2016
- Dec 4, 2016 InvestmentNews Magazine Names Ferguson Wellman to Western Success Stories List Dec 4, 2016
- Dec 2, 2016 OPEC's Early Holiday Gift Dec 2, 2016
-
November 2016
- Nov 30, 2016 A Time to be Thankful Nov 30, 2016
- Nov 18, 2016 Bond Vigilantes Nov 18, 2016
- Nov 17, 2016 Cole Quoted in The Bulletin Nov 17, 2016
- Nov 11, 2016 Navigating the Unknown Nov 11, 2016
- Nov 4, 2016 What a Long, Strange Trip It’s Been Nov 4, 2016
-
October 2016
- Oct 28, 2016 Change at the Earnings Margin Oct 28, 2016
- Oct 21, 2016 Kralj Speaks at Bend Chamber’s Economic Forecast Breakfast Oct 21, 2016
- Oct 21, 2016 Kralj Quoted in The Bulletin Oct 21, 2016
- Oct 20, 2016 Merger Mania and Microsoft Oct 20, 2016
- Oct 15, 2016 Norris Quoted in Barron’s Oct 15, 2016
- Oct 14, 2016 Times They Are A-Changing Oct 14, 2016
- Oct 14, 2016 Ferguson Wellman and West Bearing Recognized at Corporate Philanthropy Awards Oct 14, 2016
- Oct 10, 2016 Q4 2016 Investment Strategy Video Oct 10, 2016
- Oct 7, 2016 The Contagion of Scary Clowns Oct 7, 2016
- Oct 6, 2016 2016 Q3 Market Letter Oct 6, 2016
-
September 2016
- Sep 30, 2016 Movin' Along Sep 30, 2016
- Sep 28, 2016 Cole Quoted in Bloomberg Sep 28, 2016
- Sep 23, 2016 Are the Dog Days Over? Sep 23, 2016
- Sep 16, 2016 Reading the Fed's Tea Leaves Sep 16, 2016
- Sep 9, 2016 Seasons of Change Sep 9, 2016
- Sep 2, 2016 Show Me a Sign Sep 2, 2016
-
August 2016
- Aug 26, 2016 May the Odds Be Ever in Your Favor Aug 26, 2016
- Aug 19, 2016 Leaded or Unleaded? Aug 19, 2016
- Aug 12, 2016 No Respect for this Bull Market Aug 12, 2016
- Aug 5, 2016 Let the Games Begin Aug 5, 2016
-
July 2016
- Jul 29, 2016 Playing the “Economic Card” Jul 29, 2016
- Jul 22, 2016 A Long-Distance Relationship Jul 22, 2016
- Jul 18, 2016 Financial Times Names Ferguson Wellman and West Bearing to Top 300 RIA List Jul 18, 2016
- Jul 15, 2016 When the Metrics Don't Fit Jul 15, 2016
- Jul 13, 2016 Q3 2016 Investment Strategy Video Jul 13, 2016
- Jul 12, 2016 Ferguson Wellman Ranked a "Top RIA" by Financial Advisor Jul 12, 2016
- Jul 11, 2016 Ferguson Wellman's 40-Year Report Jul 11, 2016
- Jul 8, 2016 Independence Day Jul 8, 2016
- Jul 8, 2016 Ferguson Wellman Ranked Fourth on Portland Business Journal Money Management Firms List Jul 8, 2016
- Jul 5, 2016 2016 Q2 Market Letter Jul 5, 2016
- Jul 1, 2016 Take Your Time, Do It Right Jul 1, 2016
-
June 2016
- Jun 24, 2016 Keep Calm and Carry On Jun 24, 2016
- Jun 17, 2016 When Yellen Speaks, the World Listen Jun 17, 2016
- Jun 10, 2016 How Low Can We Go? Jun 10, 2016
- Jun 3, 2016 Show Me the Numbers Jun 3, 2016
-
May 2016
- May 27, 2016 Brexit Angst May 27, 2016
- May 23, 2016 Garcia Hired as Chief Technology Officer May 23, 2016
- May 20, 2016 Another Tricky Week May 20, 2016
- May 13, 2016 I Can’t Drive 55: It's Road Construction Season May 13, 2016
- May 6, 2016 The Circus Is in Town May 6, 2016
-
April 2016
- Apr 29, 2016 Irresistible Force Apr 29, 2016
- Apr 28, 2016 Julie Cooling Speaks with Mark Kralj on Forbes' RIA Channel Apr 28, 2016
- Apr 22, 2016 High Hopes and Low Expectations Apr 22, 2016
- Apr 15, 2016 Perception and Reality Apr 15, 2016
- Apr 14, 2016 Q2 2016 Investment Strategy Video Apr 14, 2016
- Apr 8, 2016 Why the "F-Word" Is Important Apr 8, 2016
- Apr 1, 2016 Takin' Care of Business and Working Overtime Apr 1, 2016
- Apr 1, 2016 2016 Q1 Market Letter Apr 1, 2016
-
March 2016
- Mar 24, 2016 Market Resilience: Don't Stop Believin' Mar 24, 2016
- Mar 18, 2016 Back Where We Started Mar 18, 2016
- Mar 12, 2016 Cole Quoted in The Oregonian Mar 12, 2016
- Mar 11, 2016 A New Bull Rides Mar 11, 2016
- Mar 4, 2016 Postmortem Mar 4, 2016
-
February 2016
- Feb 26, 2016 Out of the Shadows Feb 26, 2016
- Feb 19, 2016 A Negative Space in a Positive Outlook Feb 19, 2016
- Feb 15, 2016 Hosfield Quoted in Alaska Airlines Magazine Feb 15, 2016
- Feb 12, 2016 Cole Quoted in Portland Tribune Feb 12, 2016
- Feb 12, 2016 A New Day Yesterday Feb 12, 2016
- Feb 5, 2016 Cole Quoted in the Business Journal Feb 5, 2016
- Feb 5, 2016 Rainer Quoted in the Register Guard Feb 5, 2016
- Feb 5, 2016 Staying the Course Feb 5, 2016
-
January 2016
- Jan 29, 2016 Earnings Season Underway Jan 29, 2016
- Jan 26, 2016 Norris Quoted in the Portland Tribune Jan 26, 2016
- Jan 22, 2016 Steve Holwerda Interviewed by POrtland Business Journal Jan 22, 2016
- Jan 22, 2016 Rescue Me Jan 22, 2016
- Jan 22, 2016 Cole and Houle Quoted in Bend Bulletin Jan 22, 2016
- Jan 19, 2016 Q1 2016 Investment Strategy Video Jan 19, 2016
- Jan 18, 2016 Oregon Business Names Ferguson Wellman One of the Region's Top Money Managers Jan 18, 2016
- Jan 15, 2016 Under Pressure Jan 15, 2016
- Jan 8, 2016 Ferguson Wellman Featured in Portland Business Journal Jan 8, 2016
- Jan 8, 2016 Happy New Year (?) Jan 8, 2016
- Jan 8, 2016 Financial Planning Magazine Names Ferguson Wellman Capital Management on Top Registered Investment Advisers List Jan 8, 2016
- Jan 1, 2016 Time Is On My Side Jan 1, 2016
- Jan 1, 2016 Outlook 2016 Jan 1, 2016
-
December 2015
- Dec 31, 2015 2015 Annual Report Dec 31, 2015
- Dec 30, 2015 Ferguson Wellman Capital Management Recognized as One of Portland Business Journal’s Most Admired Companies Dec 30, 2015
- Dec 30, 2015 Lago Hired as Executive Vice President Dec 30, 2015
- Dec 18, 2015 Junk Bonds on the Naughty List Dec 18, 2015
- Dec 16, 2015 PBJ Quotes Ferguson Wellman Regarding Fed Rate Hike Dec 16, 2015
- Dec 11, 2015 The Time Has Come Dec 11, 2015
- Dec 4, 2015 Inflation Is Like Wine Dec 4, 2015
-
November 2015
- Nov 27, 2015 Who Says You Can’t Go Home? Nov 27, 2015
- Nov 20, 2015 Back in Business Again Nov 20, 2015
- Nov 14, 2015 Light at the End of the Tunnel Nov 14, 2015
- Nov 6, 2015 Cole and Jones Quoted in Portland Business Journal Nov 6, 2015
- Nov 6, 2015 A Lack of Household Formation Participation Trophies Nov 6, 2015
-
October 2015
- Oct 30, 2015 Monster Mash Oct 30, 2015
- Oct 23, 2015 May Days and Where Fall May End Up Oct 23, 2015
- Oct 16, 2015 Opening the Floodgates Oct 16, 2015
- Oct 14, 2015 Q4 2015 Investment Outlook Video Oct 14, 2015
- Oct 9, 2015 Upside Down Oct 9, 2015
- Oct 2, 2015 To Beat or Not to Beat .... Expectations Oct 2, 2015
- Oct 1, 2015 2015 Q3 Market Letter Oct 1, 2015
-
September 2015
- Sep 25, 2015 Flying High Again Sep 25, 2015
- Sep 18, 2015 Slow Ride Sep 18, 2015
- Sep 11, 2015 Waiting is the Hardest Part Sep 11, 2015
- Sep 4, 2015 Never Can Say Goodbye Sep 4, 2015
-
August 2015
- Aug 28, 2015 A Light in the Black Aug 28, 2015
- Aug 24, 2015 Narancich Quoted in Portland Business Journal Aug 24, 2015
- Aug 21, 2015 Keep Calm and Carry On Aug 21, 2015
- Aug 14, 2015 All the Beer in China Aug 14, 2015
- Aug 13, 2015 Narancich Quoted in Reuters Aug 13, 2015
- Aug 11, 2015 Portland Business Journal Writes About the Passing of Ferguson Wellman Co-Founder Norb Wellman Aug 11, 2015
- Aug 8, 2015 Remembering Norbert J. Wellman Aug 8, 2015
- Aug 7, 2015 Good News First Aug 7, 2015
-
July 2015
- Jul 31, 2015 Summertime Blues (and Yoo-hoos) Jul 31, 2015
- Jul 31, 2015 Ferguson Wellman Ranked a “Top RIA” by Financial Advisor Jul 31, 2015
- Jul 24, 2015 Earnings In Focus Jul 24, 2015
- Jul 23, 2015 Ferguson Wellman Ranked Second on Portland Business Journal Money Management Firms List Jul 23, 2015
- Jul 16, 2015 Smoke and Mirrors Jul 16, 2015
- Jul 10, 2015 Patience Jul 10, 2015
- Jul 9, 2015 Q3 2015 Investment Strategy Video Jul 9, 2015
- Jul 8, 2015 Q3 2015 Investment Outlook Video Jul 8, 2015
- Jul 3, 2015 Mind the Gap Jul 3, 2015
- Jul 1, 2015 2015 Q2 Market Letter Jul 1, 2015
-
June 2015
- Jun 26, 2015 Supreme Summer Jun 26, 2015
- Jun 19, 2015 Multifamily Living Multiplies Jun 19, 2015
- Jun 12, 2015 Stuck With You Jun 12, 2015
- Jun 5, 2015 You're Hired! Jun 5, 2015
-
May 2015
- May 29, 2015 Wired and Connected May 29, 2015
- May 22, 2015 Changing Liquidity in the Fixed Income Markets May 22, 2015
- May 15, 2015 Spinning Wheel May 15, 2015
- May 12, 2015 Krys-Rusoff Appointed to Metro Exposition and Recreation Committee May 12, 2015
- May 8, 2015 Belaboring Labor May 8, 2015
- May 1, 2015 Taking a Bigger Bite Out of the Apple May 1, 2015
- May 1, 2015 Ferguson Wellman Capital Management Ranked 32 on Forbes Magazine’s Top 100 Wealth Managers List May 1, 2015
-
April 2015
- Apr 24, 2015 Moving Out Apr 24, 2015
- Apr 21, 2015 Q2 2015 Investment Outlook Video Apr 21, 2015
- Apr 17, 2015 Movin' On Up Apr 17, 2015
- Apr 16, 2015 Faulkner Receives Award from Portland Business Journal Apr 16, 2015
- Apr 13, 2015 Market Letter First Quarter 2015 Apr 13, 2015
- Apr 10, 2015 Mastering Expectations Apr 10, 2015
- Apr 3, 2015 Pushin' Forward Back Apr 3, 2015
- Apr 1, 2015 2015 Q1 Market Letter Apr 1, 2015
-
March 2015
- Mar 27, 2015 Connecting The Dots Mar 27, 2015
- Mar 20, 2015 Come Together Mar 20, 2015
- Mar 13, 2015 One Thing Leads to Another Mar 13, 2015
- Mar 6, 2015 Back in Time Mar 6, 2015
-
February 2015
- Feb 27, 2015 Negative Interest Rates: What Color is the Dress? Feb 27, 2015
- Feb 20, 2015 Take Your Time Feb 20, 2015
- Feb 13, 2015 S&P: 500 Shades of Profit Feb 13, 2015
- Feb 13, 2015 Oregon State University Honors Jim Rudd and Other Volunteers Feb 13, 2015
- Feb 6, 2015 Liquid Courage Feb 6, 2015
-
January 2015
- Jan 30, 2015 Federal Reserve Bank Basics Jan 30, 2015
- Jan 23, 2015 Friends in Low Places Jan 23, 2015
- Jan 16, 2015 New Year, New Worries Jan 16, 2015
- Jan 12, 2015 Oregon Business Magazine Names Ferguson Wellman a Top Financial Planner/Money Manager in its 2015 Power Book Jan 12, 2015
- Jan 9, 2015 The January Effect Jan 9, 2015
- Jan 8, 2015 2015 Investment Outlook Video: Riding the Global Liquidity Peloton Jan 8, 2015
- Jan 2, 2015 A Glimpse Into the Continuing Greek Crisis Jan 2, 2015
- Jan 1, 2015 Financial Planning Magazine Names Ferguson Wellman Capital Management on Top Registered Investment Advisers List Jan 1, 2015
-
December 2014
- Dec 31, 2014 2014 Annual Report Dec 31, 2014
- Dec 29, 2014 Rudd Named Oregon Consular Corps Dean Dec 29, 2014
- Dec 26, 2014 You Better Believe It Dec 26, 2014
- Dec 19, 2014 Here Comes Santa Claus Dec 19, 2014
- Dec 12, 2014 Black Gold? Dec 12, 2014
- Dec 5, 2014 A Pleasant Shade of Gray Dec 5, 2014
- Dec 4, 2014 Ferguson Wellman Capital Management Recognized as One of Portland Business Journal’s Most Admired Companies Dec 4, 2014
-
November 2014
- Nov 28, 2014 10 Investment Themes to be Thankful For Nov 28, 2014
- Nov 21, 2014 Easy Money Nov 21, 2014
- Nov 14, 2014 Notably Accomplished Nov 14, 2014
- Nov 7, 2014 Putting It All Behind Us Nov 7, 2014
-
October 2014
- Oct 31, 2014 Exit Stage Left Oct 31, 2014
- Oct 28, 2014 Fourth Quarter 2014 Investment Outlook Video: Not Too Hot, Not Too Cold Oct 28, 2014
- Oct 24, 2014 CPI: The Underestimation of Inflation? Oct 24, 2014
- Oct 17, 2014 Turbulence Oct 17, 2014
- Oct 10, 2014 Slowdown? Oct 10, 2014
- Oct 7, 2014 Unemployment: State by State Oct 7, 2014
- Oct 3, 2014 Growing Pains Oct 3, 2014
-
September 2014
- Sep 26, 2014 Seasons Sep 26, 2014
- Sep 23, 2014 Ferguson Wellman Named a Leader in Corporate Philanthropy Sep 23, 2014
- Sep 19, 2014 Onward and Upward Sep 19, 2014
- Sep 12, 2014 Independence for Scotland and a UK haggis famine Sep 12, 2014
- Sep 10, 2014 InvestmentNews Names Ferguson Wellman Top RIA Firm in Oregon Sep 10, 2014
- Sep 5, 2014 Somebody’s Watching Me Sep 5, 2014
- Sep 2, 2014 Corporate Tax Inversions Sep 2, 2014
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August 2014
- Aug 29, 2014 The Last Days of Summer Aug 29, 2014
- Aug 25, 2014 Ferguson Wellman's Monthly Blog for Oregon Business Aug 25, 2014
- Aug 22, 2014 The Talking Heads Aug 22, 2014
- Aug 19, 2014 Where We Came From, State by State Aug 19, 2014
- Aug 15, 2014 Sanford and Son: Bonds Hit a Rough Patch Aug 15, 2014
- Aug 8, 2014 Summertime Blues Aug 8, 2014
- Aug 1, 2014 Lazy Hazy Crazy Days Aug 1, 2014
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July 2014
- Jul 29, 2014 Brad Houle Article in Portland Business Journal Jul 29, 2014
- Jul 25, 2014 Full Speed Ahead Jul 25, 2014
- Jul 22, 2014 Jason Norris Discusses Microsoft Restructuring on KGW Jul 22, 2014
- Jul 18, 2014 Take Me to the Top Jul 18, 2014
- Jul 14, 2014 Investment Outlook Video: Third Quarter 2014 Jul 14, 2014
- Jul 11, 2014 Sovereign Debt Risk in Europe Takes a Holiday Jul 11, 2014
- Jul 8, 2014 2014 Q2 Market Letter Jul 8, 2014
- Jul 3, 2014 Living in America Jul 3, 2014
- Jul 1, 2014 Financial Times Ranks Ferguson Wellman Capital Management on Top Registered Investment Advisers List Jul 1, 2014
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June 2014
- Jun 27, 2014 Don't Stop Believin' Jun 27, 2014
- Jun 24, 2014 InvestmentNews Magazine Names Ferguson Wellman to Largest RIA and Biggest Gainers Lists Jun 24, 2014
- Jun 20, 2014 What the Fed Said Jun 20, 2014
- Jun 13, 2014 Slow Ride Jun 13, 2014
- Jun 10, 2014 Carkin, Faulkner and Krys-Rusoff Invited to Buy More Company Stock Jun 10, 2014
- Jun 6, 2014 A Little Less Conversation, a Little More Action Jun 6, 2014
- Jun 3, 2014 Four More Professionals Receive Five Star Wealth Manager Designation Jun 3, 2014
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May 2014
- May 30, 2014 Ascending to New Heights May 30, 2014
- May 22, 2014 An Interest in Interest Rates May 22, 2014
- May 19, 2014 Ferguson Wellman Capital Management Ranked 22 on Forbes Magazine’s Top 50 Wealth Managers List May 19, 2014
- May 16, 2014 Should I Stay or Should I Go? May 16, 2014
- May 9, 2014 Motion Simulating Progress May 9, 2014
- May 2, 2014 Spring is Finally Here May 2, 2014
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April 2014
- Apr 25, 2014 Will Unemployment Be the Rat in My Kitchen? Apr 25, 2014
- Apr 17, 2014 Time of the Season Apr 17, 2014
- Apr 16, 2014 Investment Outlook Video: Second Quarter 2014 Apr 16, 2014
- Apr 14, 2014 Mark Kralj and Emily Kralj Highlighted in OSU Business School Magazine Apr 14, 2014
- Apr 11, 2014 Growth, Gas and Golf Apr 11, 2014
- Apr 4, 2014 Be Careful What You Say Apr 4, 2014
- Apr 1, 2014 Tech Makes the World Go Round - Oregon Business Blog Apr 1, 2014
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March 2014
- Mar 28, 2014 Spring Break Movies Mar 28, 2014
- Mar 21, 2014 From Healthcare to Hoops Mar 21, 2014
- Mar 14, 2014 Underneath it All Mar 14, 2014
- Mar 12, 2014 Marc Fovinci Quoted in Bloomberg News Mar 12, 2014
- Mar 10, 2014 Spreading the Wealth: Article on Ferguson Wellman in Oregon Business Magazine Mar 10, 2014
- Mar 7, 2014 "Putin" Russia Behind Us Mar 7, 2014
- Mar 5, 2014 Cole Quoted in the Portland Business Journal Regarding Angel Investors Mar 5, 2014
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February 2014
- Feb 28, 2014 Puerto Rico Debt Crisis Feb 28, 2014
- Feb 21, 2014 Money Talks Feb 21, 2014
- Feb 14, 2014 Sympathy for the Weatherman Feb 14, 2014
- Feb 7, 2014 Synchronized Global Expansion?... Far From It Feb 7, 2014
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January 2014
- Jan 31, 2014 Are You Ready For Some Football? Jan 31, 2014
- Jan 24, 2014 Why the Price of Tea in China Matters Jan 24, 2014
- Jan 21, 2014 Investment Outlook Video: First Quarter 2014 Jan 21, 2014
- Jan 15, 2014 Oregon Business Magazine Names Ferguson Wellman a Top Financial Manager/Planner in its 2014 Power Book Jan 15, 2014
- Jan 10, 2014 Off to the Races Jan 10, 2014
- Jan 8, 2014 Is an All Cash Emergency Fund Strategy Appropriate for All Investors? Jan 8, 2014
- Jan 6, 2014 Ferguson Wellman Capital Management Ranked as a Top Western Adviser Jan 6, 2014
- Jan 3, 2014 Reeling in the New Year Jan 3, 2014
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December 2013
- Dec 31, 2013 2013 Annual Report Dec 31, 2013
- Dec 30, 2013 Deidra Krys-Rusoff Quoted in Bloomberg Business News Dec 30, 2013
- Dec 27, 2013 Christmas Comes Early … and Late Dec 27, 2013
- Dec 23, 2013 The Birth of the Fed Dec 23, 2013
- Dec 20, 2013 Early Christmas Gifts Dec 20, 2013
- Dec 16, 2013 Oregon Jewish Life Magazine Writes Article About West Bearing Investments Dec 16, 2013
- Dec 11, 2013 Ferguson Wellman Capital Management Recognized as One of Portland Business Journal’s Most Admired Companies Dec 11, 2013
- Dec 6, 2013 Black Friday Magic Dec 6, 2013
- Dec 2, 2013 West Bearing Investments Continues to Thrive Dec 2, 2013
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November 2013
- Nov 29, 2013 Giving Thanks Nov 29, 2013
- Nov 22, 2013 Gaining Elevation Nov 22, 2013
- Nov 18, 2013 Ferguson Wellman's Tim Carkin Celebrates 10 Years Nov 18, 2013
- Nov 15, 2013 Ch-ch-ch-ch-changes Nov 15, 2013
- Nov 8, 2013 Shifting the Gears of Focus Nov 8, 2013
- Nov 4, 2013 Jason D. Norris, CFA, Quoted in Barron's Magazine Nov 4, 2013
- Nov 4, 2013 Ralph Cole Honored as Duck of the Year Nov 4, 2013
- Nov 1, 2013 Krys-Rusoff Quoted in the Portland Business Journal Nov 1, 2013
- Nov 1, 2013 What to Expect When You Are Expecting a New Fed Chair Nov 1, 2013
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October 2013
- Oct 25, 2013 Technically Speaking Oct 25, 2013
- Oct 18, 2013 Let's Make a Deal Oct 18, 2013
- Oct 16, 2013 Fovinci Quoted in Bloomberg News Oct 16, 2013
- Oct 11, 2013 Amid Government Dysfunction, Yellen Tapped to Lead Fed Oct 11, 2013
- Oct 10, 2013 Lori Flexer Honored by Portland State University’s Center for Women, Politics and Policy Oct 10, 2013
- Oct 4, 2013 Fannie and Freddie's Fate Oct 4, 2013
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September 2013
- Sep 27, 2013 D.C. Histrionics Take the Shine off Stocks Sep 27, 2013
- Sep 19, 2013 Misled by the Fed? Sep 19, 2013
- Sep 13, 2013 Long Strange Trip Sep 13, 2013
- Sep 11, 2013 Cole Quoted in Portland Business Journal Sep 11, 2013
- Sep 11, 2013 Ferguson Wellman Capital Management Recognized at Corporate Philanthropy Awards Sep 11, 2013
- Sep 6, 2013 Let's Talk Taper Sep 6, 2013
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August 2013
- Aug 30, 2013 A Change of Tenor Aug 30, 2013
- Aug 23, 2013 Secular Vs. Cyclical Aug 23, 2013
- Aug 16, 2013 Summertime Blues Aug 16, 2013
- Aug 15, 2013 Ferguson Wellman Honored by Willamette Falls Hospital Aug 15, 2013
- Aug 14, 2013 Ferguson Wellman Capital Management Makes Forbes Magazine's Top 50 Wealth Managers List Aug 14, 2013
- Aug 9, 2013 Motor City Meltdown Aug 9, 2013
- Aug 2, 2013 Amid Dry Holes, Positive Change at the Margin Aug 2, 2013
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July 2013
- Jul 31, 2013 Ayotte Promoted to Senior Vice President Jul 31, 2013
- Jul 26, 2013 It's Earnings Season: Industrials and Tech Gain Traction Jul 26, 2013
- Jul 19, 2013 A Dovish Bernanke Soothes the Market Jul 19, 2013
- Jul 12, 2013 Somebody’s Watching Me Jul 12, 2013
- Jul 5, 2013 The Sport of Protesting for Brazil Jul 5, 2013
- Jul 2, 2013 Fovinci Quoted in Bloomberg News Jul 2, 2013
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June 2013
- Jun 28, 2013 First Half 2013 . . . A Tale of Two Asset Classes Jun 28, 2013
- Jun 21, 2013 Taper Tantrum Jun 21, 2013
- Jun 17, 2013 Investment Strategy Update – 6/17/13 Jun 17, 2013
- Jun 17, 2013 Dick Hokenson and Demographics Jun 17, 2013
- Jun 14, 2013 Synchronicity out the Window Jun 14, 2013
- Jun 7, 2013 Key Jobs Report Turns the Market's Tide Jun 7, 2013
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May 2013
- May 31, 2013 Abenomics in Action May 31, 2013
- May 24, 2013 Turbulent Stocks and Tales of the Cash Register May 24, 2013
- May 17, 2013 The Wealth Effect Rearing Its Head May 17, 2013
- May 10, 2013 Focus on Municipalities and Pension Reform May 10, 2013
- May 6, 2013 Narancich Promoted to Senior Vice President of Research May 6, 2013
- May 3, 2013 Sell in May? Not on this Day May 3, 2013
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April 2013
- Apr 26, 2013 "Twittermonium" Apr 26, 2013
- Apr 19, 2013 Win, Place or Show Apr 19, 2013
- Apr 17, 2013 Understanding Fees Apr 17, 2013
- Apr 12, 2013 Bull Markets, Bear Markets, and a Tradition Unlike Any Other Apr 12, 2013
- Apr 5, 2013 Increased Stimulus, Decreased Jobs and Fast-Approaching Earnings Season Apr 5, 2013
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March 2013
- Mar 28, 2013 More on Cyprus Mar 28, 2013
- Mar 22, 2013 March Madness for Cyprus Mar 22, 2013
- Mar 15, 2013 White Smoke and the Ides of March Mar 15, 2013
- Mar 8, 2013 Hat's Off to the Bull Mar 8, 2013
- Mar 1, 2013 Let the Spending Cuts Begin Mar 1, 2013
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February 2013
- Feb 22, 2013 The Pause That Refreshes... or Something More Sinister? Feb 22, 2013
- Feb 21, 2013 Brad Houle Hired as Senior Vice President Feb 21, 2013
- Feb 15, 2013 Bigger impact: fiscal cliff or renegade meteor? Feb 15, 2013
- Feb 8, 2013 Six for Six Feb 8, 2013
- Feb 1, 2013 The Dow Hits the High Notes Feb 1, 2013
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January 2013
- Jan 25, 2013 Stocks on a Roll as Apple Sours Jan 25, 2013
- Jan 18, 2013 Resilience in the U.S. Economy, Further Contraction in the Eurozone Jan 18, 2013
- Jan 11, 2013 Stocks Two-for-Two in 2013; Telecom Faces Headwinds Jan 11, 2013
- Jan 4, 2013 Fiscal Cliff Band-Aid, Budget Woes and Retail Lows Jan 4, 2013
- Jan 3, 2013 How the Compromise Affects Taxpayers … and the Economy** Jan 3, 2013
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December 2012
- Dec 31, 2012 2012 Annual Report Dec 31, 2012
- Dec 30, 2012 Cole discusses how fiscal cliff negotiations affect confidence Dec 30, 2012
- Dec 28, 2012 Housing High and the Government Cliffhanger Dec 28, 2012
- Dec 21, 2012 A Santa Claus Rally and Teflon Don Economy Dec 21, 2012
- Dec 20, 2012 George Hosfield, CFA, responds to recent data about employers giving more year-end bonuses Dec 20, 2012
- Dec 14, 2012 QE4 and Good news from Europe? Dec 14, 2012
- Dec 7, 2012 More Fiscal Cliff Woes, LNG and Operation Twist Dec 7, 2012
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November 2012
- Nov 30, 2012 Fiscal Cliff Posturing, Kicking the Can and "Special" Dividends - Week Ending 11/30/12 Nov 30, 2012
- Nov 23, 2012 Black Friday 2012 Nov 23, 2012
- Nov 16, 2012 Around the World and Back Nov 16, 2012
- Nov 9, 2012 Post-Election and Earnings Season Recap Nov 9, 2012
- Nov 5, 2012 Kralj discusses economic outlook and consumer sentiment for Oregon and the U.S. Nov 5, 2012
- Nov 2, 2012 Weekly Market Makers - Week Ending 11/2/12 Nov 2, 2012
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October 2012
- Oct 30, 2012 Norris Discusses the Threat of Hurricane Sandy Oct 30, 2012
- Oct 26, 2012 Weekly Market Makers - Week Ending 10/26/12 Oct 26, 2012
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July 2012
- Jul 1, 2012 2012 Q2 Market Letter Jul 1, 2012
- Jul 1, 2012 2012 Q3 Market Letter Jul 1, 2012
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January 2012
- Jan 1, 2012 2012 Q1 Market Letter Jan 1, 2012
- Jan 1, 2012 Outlook 2012 Jan 1, 2012
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December 2011
- Dec 31, 2011 2011 Annual Report Dec 31, 2011
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July 2011
- Jul 1, 2011 2011 Q3 Market Letter Jul 1, 2011
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April 2011
- Apr 1, 2011 2011 Q2 Market Letter Apr 1, 2011
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March 2011
- Mar 1, 2011 2011 Market Letter Q1 Mar 1, 2011
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January 2011
- Jan 1, 2011 Outlook 2011 Jan 1, 2011
- Jan 1, 2011 2011 Q1 Market Letter Jan 1, 2011
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December 2010
- Dec 31, 2010 2010 Annual Report Dec 31, 2010
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July 2010
- Jul 1, 2010 2010 Q3 Market Letter Jul 1, 2010
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April 2010
- Apr 1, 2010 2010 Q2 Market Letter Apr 1, 2010
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January 2010
- Jan 1, 2010 Outlook 2010 Jan 1, 2010
- Jan 1, 2010 2010 Q1 Market Letter Jan 1, 2010
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December 2009
- Dec 31, 2009 2009 Annual Report Dec 31, 2009
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October 2009
- Oct 1, 2009 2009 Q4 Market Letter Oct 1, 2009
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September 2009
- Sep 1, 2009 2009 Special Report Sep 1, 2009
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July 2009
- Jul 1, 2009 2009 Q3 Market Letter Jul 1, 2009
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April 2009
- Apr 1, 2009 2009 Q2 Market Letter Apr 1, 2009
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January 2009
- Jan 1, 2009 Outlook 2009 Jan 1, 2009
- Jan 1, 2009 2009 Q1 Market Letter Jan 1, 2009
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July 2008
- Jul 1, 2008 2008 Special Report Jul 1, 2008
- Jul 1, 2008 2008 Q3 Market Letter Jul 1, 2008
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April 2008
- Apr 1, 2008 2008 Q2 Market Letter Apr 1, 2008
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January 2008
- Jan 1, 2008 Outlook 2008 Jan 1, 2008
- Jan 1, 2008 2008 Q1 Market Letter Jan 1, 2008
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July 2007
- Jul 1, 2007 2007 Q3 Market Letter Jul 1, 2007
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April 2007
- Apr 1, 2007 2007 Q2 Market Letter Apr 1, 2007
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January 2007
- Jan 1, 2007 Outlook 2007 Jan 1, 2007
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July 2006
- Jul 1, 2006 2006 Q3 Market Letter Jul 1, 2006
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April 2006
- Apr 1, 2006 2006 Q2 Market Letter Apr 1, 2006
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January 2006
- Jan 1, 2006 2006 Q1 Market Letter Jan 1, 2006
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October 2005
- Oct 1, 2005 2005 Q4 Market Letter Oct 1, 2005
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July 2005
- Jul 1, 2005 2005 Q3 Market Letter Jul 1, 2005
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April 2005
- Apr 1, 2005 2005 Q2 Market Letter Apr 1, 2005
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January 2005
- Jan 1, 2005 2005 Q1 Market Letter Jan 1, 2005
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October 2004
- Oct 1, 2004 2004 Q4 Market Letter Oct 1, 2004
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July 2004
- Jul 1, 2004 2004 Q3 Market Letter Jul 1, 2004
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April 2004
- Apr 1, 2004 2004 Q2 Market Letter Apr 1, 2004
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July 2003
- Jul 13, 2003 2003 Q3 Market Letter Jul 13, 2003
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April 2003
- Apr 1, 2003 2003 Q2 Market Letter Apr 1, 2003
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January 2003
- Jan 1, 2003 2003 Q1 Market Letter Jan 1, 2003
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October 2002
- Oct 1, 2002 2002 Q4 Market Letter Oct 1, 2002
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July 2002
- Jul 1, 2002 2002 Q3 Market Letter Jul 1, 2002
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April 2002
- Apr 1, 2002 2002 Q2 Market Letter Apr 1, 2002
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January 2002
- Jan 1, 2002 2002 Q1 Market Letter Jan 1, 2002
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October 2001
- Oct 1, 2001 2001 Q4 Market Letter Oct 1, 2001
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April 2001
- Apr 1, 2001 2001 Q2 Market Letter Apr 1, 2001
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January 2001
- Jan 1, 2001 2001 Q1 Market Letter Jan 1, 2001
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October 2000
- Oct 1, 2000 2000 Q4 Market Letter Oct 1, 2000
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July 2000
- Jul 1, 2000 2001 Q3 Market Letter Jul 1, 2000
- Jul 1, 2000 2000 Q3 Market Letter Jul 1, 2000
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April 2000
- Apr 1, 2000 2000 Q2 Market Letter Apr 1, 2000
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January 2000
- Jan 1, 2000 2000 Q1 Market Letter Jan 1, 2000
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October 1999
- Oct 1, 1999 1999 Q4 Market Letter Oct 1, 1999
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April 1999
- Apr 1, 1999 1999 Q2 Market Letter Apr 1, 1999
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January 1999
- Jan 1, 1999 1999 Q1 Market Letter Jan 1, 1999
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October 1998
- Oct 1, 1998 1998 Q4 Market Letter Oct 1, 1998
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July 1998
- Jul 1, 1998 1998 Q3 Market Letter Jul 1, 1998
- Jul 1, 1998 1999 Q3 Market Letter Jul 1, 1998
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April 1998
- Apr 1, 1998 1998 Q2 Market Letter Apr 1, 1998
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January 1998
- Jan 1, 1998 1998 Q1 Market Letter Jan 1, 1998
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October 1997
- Oct 12, 1997 1997 Q4 Market Letter Oct 12, 1997
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July 1997
- Jul 1, 1997 1997 Q3 Market Letter Jul 1, 1997
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April 1997
- Apr 1, 1997 1997 Q2 Market Letter Apr 1, 1997
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January 1997
- Jan 12, 1997 1997 Q1 Market Letter Jan 12, 1997
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October 1996
- Oct 1, 1996 1996 Q4 Market Letter Oct 1, 1996
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July 1996
- Jul 12, 1996 1996 Q3 Market Letter Jul 12, 1996
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April 1996
- Apr 12, 1996 1996 Q2 Market Letter Apr 12, 1996
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January 1996
- Jan 12, 1996 1996 Q1 Market Letter Jan 12, 1996
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October 1995
- Oct 1, 1995 1995 Q4 Market Letter Oct 1, 1995
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July 1995
- Jul 1, 1995 1995 Q3 Market Letter Jul 1, 1995
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April 1995
- Apr 1, 1995 1995 Q2 Market Letter Apr 1, 1995
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January 1995
- Jan 1, 1995 1995 Q1 Market Letter Jan 1, 1995