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Our Investment Views
Emilie Ma
Investment Strategy Video: Inflation's Flame ...

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.

Investment Strategy Video: Inflation's Flame Flickers
Our Investment Views
Liz Swagerty Olsen
Investment Strategy Video: Stalemate

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.

Investment Strategy Video: Stalemate
Our Investment Views
Liz Swagerty Olsen
Third Quarter 2022 Investment Strategy Video: ...

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.”

Third Quarter 2022 Investment Strategy Video: Balancing Act
Annual Report
Mary Faulkner
2021 Annual Report

2021 Annual Report

2021 Annual Report
Wealth Management
Liz Swagerty Olsen
First Quarter 2022 Wealth Management Insights ...

Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”

First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money

Economic Cycle

Back in Time

Back in Time

A key economic data point this week was a flashback to the 1960s with initial unemployment claims at 198,000, which are levels we haven’t seen since that decade.

Second Quarter 2021 Investment Strategy Video: Approaching 88 MPH

Second Quarter 2021 Investment Strategy Video: Approaching 88 MPH

Q2 2021 Investment Strategy Video with Brad Houle, CFA, head of fixed income at Ferguson Wellman and West Bearing Investments.

Better, but a Long Way to Go

Better, but a Long Way to Go

This morning, the Bureau of Labor Statistics reported that the U.S. economy added nearly 1.8 million jobs in the month of July, outpacing economist expectations for an addition of 1.5 million.