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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 Strategy Video

Fourth Quarter 2021 Investment Strategy Video

Fourth Quarter 2021 Investment Strategy Video

Chief Investment Officer George Hosfield, CFA, discusses our fourth quarter theme, “Speed Bumps.”

Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction

Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction

Chief Investment Officer George Hosfield, CFA, presents the Investment Strategy Update for the fourth quarter of 2020 titled (I Can't Get No) Satisfaction.

Investment Strategy Video Fourth Quarter 2019: Holding Pattern

Investment Strategy Video Fourth Quarter 2019: Holding Pattern

Watch our fourth quarter 2019 strategy video titled, “Holding Pattern.”

Investment Strategy Video Third Quarter 2019: Mounting Headwinds

Investment Strategy Video Third Quarter 2019: Mounting Headwinds

Investment Strategy Video Third Quarter 2019: Mounting Headwinds

Second Quarter 2019 Investment Strategy Video: Delayed Arrival

Second Quarter 2019 Investment Strategy Video: Delayed Arrival

Our Investment Strategy Video for the second quarter of 2019, titled Delayed Arrival.

Q4 2018 Investment Strategy Video

Q4 2018 Investment Strategy Video

George W. Hosfield CFA gives the firm’s investment outlook for the fourth quarter of 2018.

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. 

Q4 2017 Investment Strategy Video

Q4 2017 Investment Strategy Video

Q4 2017 Investment Strategy Video