George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.
George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins Brad Smith at Yahoo! Finance to discuss strategies to mitigate risk during the "great wealth transfer" occurring in the coming years from the silent and baby boomer generations to Generation X and millennials.
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins CNBC’s Closing Bell to discuss our firm's "high-net-worth playbook."
After months of debate, President Biden chose to take the bipartisan route nominating Jerome Powell to serve a second four-year term as Federal Reserve Chairman.
Samantha Pahlow, CTFA, AWMA, was on KOIN AM Extra's Wallet Wednesday to discuss how to have a better relationship with your money in 2025.
Our professionals are periodically asked to weigh in on timely topics regarding the economy, capital markets and personal finance. Below you will find our recent interviews with KXL radio hosts.
Ferguson Wellman Capital Management and West Bearing Investments have been named by Portland Business Journal as a leader in corporate philanthropy in Oregon and southwest Washington.
Josh Frankel, CFP®, and Jason Norris, CFA, were selected at Ferguson Wellman’s recent shareholder meeting to serve on the board of directors.
Jason Norris, CFA, recently spoke with KXL Radio about the recent increase to the Consumer Price Index.
This one-minute interview can be heard below.
Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman first in the state on their list of 11 financial planning companies. The listing was compiled based upon assets under management in Oregon.
Free pizza may have been part of the draw, but Scott Christianson recounts his involvement at Oregon State's Investment Group during his time as an undergraduate as pivotal in shaping his future.
Ferguson Wellman Capital Management has been named by Portland Business Journal as a “most admired company” of the year. Of the 26 financial services companies listed, Ferguson Wellman was ranked fourth, moving up five spots from nine in 2022.
Ferguson Wellman Capital Management has been named by InvestmentNews to its “Top Regional Fee-Only RIAs in the West” list, ranking 11 out of 25 advisers.
Ferguson Wellman Capital Management and West Bearing Investments have been named by Portland Business Journal as a leader in corporate philanthropy in Oregon and southwest Washington.
Ferguson Wellman Capital Management was listed 73 out of 100 in the U.S. on Barron’s* annual “2023 Top 100 RIA Firms” list and in The Wall Street Journal.* Ferguson Wellman is the only registered investment advisory (RIA) firm recognized in Oregon.
Ferguson Wellman and West Bearing were recently named by CNBC and Financial Advisor to their “FA 100: Top-Rated Financial Advisory Firms of 2023” ranking. The firm was listed at 21 of 100 companies.
Krystal Daibes Higgins, CFA, was on KOIN AM Extra's Wallet Wednesday to discuss the unemployment rate, high cost of living and the possibility of another rate hike.
Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman second in the state on their list of 16 financial planning companies. The listing was compiled based upon assets under management in Oregon.
