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.”
Parents and grandparents often ask how they can set up an account for minor children, to help them build good saving habits or to make financial gifts, while also delaying access until a future point in time. One common approach is to open a Uniform Transfer to Minors Act account (UTMA) or Uniform Gift to Minors Account (UGMA).
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.
If you are feeling anxious about possible changes to estate taxes, expect to have a taxable estate, and want to take action – it may be worth learning a little bit about irrevocable trusts.
No matter your generation, there is a chance you will receive an inheritance at some point in your life. This bittersweet transfer of wealth could substantially change your financial picture.
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
With the COVID-19 pandemic creating slight confusion on what day it is, much less what month we are in, some of us may not have seen National 529 Day on our calendars.
