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.”
This article was originally published in 2020. As the author, I chose to focus on the Camp Fire in northern California as a case study for fire safety and financial preparedness during disasters. My colleague, Mary Lago, CFP®, CTFA, grew up in Paradise, California, and tragically her mom lost her home in the fire.
Wealth Management Chair Mary Lago, CFP®, CTFA, discusses strategies to maximize the most of your benefits from private insurance options to Social Security and Medicare.
Scott Christianson, CFP®, discusses the SECURE Act and other changes that retirees and those planning for retirement should know.
Wealth Management Insights Third Quarter 2021: Protecting Your Assets and the Evolving Retirement Rulebook
Washington State has created the nation’s first public state-operated insurance program for long-term care insurance funded by a new payroll tax of 0.58% paid by employees (not employers) starting January 1, 2022.
News of western wildfires are dominating the headlines. Many of us who thought we were not at risk of being evacuated from our homes now have a heightened awareness of how important it is to plan for the unexpected.
Planning for the risk of unknown events is a key component of a solid financial plan. In the following video, Josh Frankel, CFP® addresses five ways to manage risk as well as long-term care and personal liability insurance considerations. The accompanying article includes fire safety resources and some tips on protecting yourself financially through fire and other losses.
Third Quarter 2020 Wealth Management Strategies: Planning for the Known and Unknown, by Mary Lago, CFP, CTFA.
