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.”
Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman second in the state on their list of 16 financial planning companies. The listing was compiled based upon assets under management in Oregon.
While it was a relatively quiet week of macroeconomic news, investors are still busy making sense of the inflation and interest rate paradox: that is, inflation stoking recession fears, but also rising rates to combat inflation also stoking recession fears.
In the second quarter 2022 Wealth Management Insights video, Mary Lago, CFP®, CTFA, discusses the importance of account ownership and beneficiary designations when planning wealth transitions.
First quarter earnings season shifted into high gear this week, transitioning from the big banks to blue chip companies ranging from Procter & Gamble and Johnson & Johnson to Intel and AT&T.
Mary Lago, CFP®, CTFA, chair of Ferguson Wellman and West Bearing's wealth management committee, discusses strategies to create a legacy for future generations of your family.
As we enter the fourth quarter of 2020, we face significantly different tax policy proposals from our presidential candidates. Developing a comprehensive gift, estate and income tax strategy in concert with your tax and legal advisors, but waiting until after the outcome of the election, may be prudent.
Despite the technology-led gains of U.S. equities so far this year, uneasiness abounds as the world adjusts to life with COVID-19. While roughly half the jobs lost to this year’s steep and short recession have already been recouped, many investors fear the day when the bill for massive stimulus comes due.
Thursday’s unemployment claims continued to paint a dismal picture in the jobs market, where roughly 2.1 million people filed for initial claims last week, which brings the total over the last two months to roughly 40 million.
“The Bad News Won’t Stop, but Markets Keep Rising,” read the headline of the business section of the NY Times this week. I have received many questions from many clients and friends over the past couple of weeks regarding this notion.
Ferguson Wellman Capital Management was recently named by Financial Advisor to their “2019 RIA Survey and Ranking.” The firm was listed at 47 of 507 companies.
PORTLAND, Ore. – July 1, 2017 – Ferguson Wellman is pleased to announce that Tara Kinateder has joined the firm as executive vice president and a member of the firm’s wealth management committee.
With more than 15 years of experience in the financial industry, Kinateder came to Ferguson Wellman after working at U.S. Trust as a private client advisor and market leader. Before her career at U.S. Trust, she worked for Bernstein Wealth Management as a financial advisor and Paychex MMS as a strategic consultant. Kinateder specializes in business succession and pre-transaction planning, asset management and asset allocation planning, retirement planning and advising women in transition on strategies to help them protect their wealth.
Raised in Georgia, Kinateder earned her B.A. from Brenau University in Gainesville, Georgia, with a double major in journalism and business, graduating Magna Cum Laude. She received a certificate in personal financial planning from the University of Washington’s Michael G. Foster School of Business and a certificate in investment strategies and portfolio management from the University of Pennsylvania’s Wharton School of Business. Kinateder serves as chair of the Classic Wines Auction board and has been a board member since 2014. She is also current chair of the annual Wine Auction. Kinateder chairs the Arlington Club entertainment committee and is a member of the house committee.
“We are extraordinarily pleased to add Tara to our team of investment professionals. Her expertise in all aspects of wealth management allows her to become a value-add to our clients immediately. She has a shared vision with us for serving clients and growing our firm. We are delighted to have her,” said Jim Rudd, principal and chief executive officer.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of January 1, 2017, the firm manages over $4.5 billion for more than 760 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $750,000. (Data as of January 2017).
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Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company. Financial Advisor named Ferguson Wellman 55 out of 214 U.S. firms in the $1 billion-and-over asset category of their registered investment adviser (RIA) rankings. Ferguson Wellman is the highest-ranked firm headquartered in Oregon. The listing is created by tracking independent investment firms registered with the SEC and ranks companies according to their assets under management as reported in their ADV forms. All firms must provide financial planning services to individual clients in order to be considered for the list.
Global elections continue to stir up markets this week. U.S. stocks and the dollar rose as the British pound declined after the U.K.’s Conservative Party lost its parliamentary majority just as the Brexit negotiations begin
Equity markets were relatively flat on the week as economic data was weighed against global events. Interest rates continued their slow trend downward with the 10-year U.S. Treasury finishing the week at a 2.32 percent yield.
