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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

Investment Outlook Video

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Q&A from Investment Outlook 2021

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Q&A from Investment Outlook 2021

Answered questions from our live Investment Outlook 2021.

Investment Outlook Video Q1 2020: Age Is Just a Number

Investment Outlook Video Q1 2020: Age Is Just a Number

George Hosfield, CFA, chief investment officer for Ferguson Wellman and West Bearing Investments, shares the firm’s outlook for 2020.

Investment Strategy Video Third Quarter 2019: Mounting Headwinds

Investment Strategy Video Third Quarter 2019: Mounting Headwinds

Investment Strategy Video Third Quarter 2019: Mounting Headwinds

Q1 2019 Investment Outlook Video

Q1 2019 Investment Outlook Video

George W. Hosfield, CFA, gives the firm’s investment outlook for the first quarter of 2019.

Q1 2018 Investment Strategy Video

Q1 2018 Investment Strategy Video

In the video, George Hosfield, CFA, principal and chief investment officer, explains why we believe this ninth year of economic expansion and related bull market for equities will extend into 2018.