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.”
Portland Investment Management
Ferguson Wellman Capital Management was listed 73 out of 100 in the U.S. on Barron’s* annual “2023 Top 100 RIA Firms” list and in The Wall Street Journal.* Ferguson Wellman is the only registered investment advisory (RIA) firm recognized in Oregon.
The pandemic brought many opportunities for our colleagues to practice one of our core values of “advocate innovation and manage change.” While we adjusted to working from home, we did not stop the hiring process for several of our departments. We asked our newest colleagues to answer three questions about their experience joining the company during quarantine.
Josh Frankel, CFP®, discusses five questions to talk to your insurance agent about that will help you protect your assets.
“Signs, Signs everywhere there are [help wanted] Signs,” is how the song goes. It’s the first Friday of the month, and that means the monthly payroll report is released by the Bureau of Labor & Statistics.
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.
On Wednesday, June 10, our Chief Investment Officer, George Hosfield, CFA, and our investment team analysts Ralph Cole, CFA, Brad Houle, CFA, Peter Jones, CFA, Shawn Narancich, CFA, and Jason Norris, CFA, gave a webinar where they discussed our sector-specific outlook in a post-COVID world.
“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.
First and foremost, we want to extend our concern and empathy to those whose health has been directly impacted by the virus, as well to those in the travel, entertainment and restaurant industries whose jobs are increasingly at risk.
As we close out another Thanksgiving week, investors have a lot to be thankful for this year. At this time last year, the Fed was still raising interest rates, global economies were slowing and the S&P 500 was on its way to a negative 13.5 percent return for the fourth quarter.
After rising in lockstep for most of this year-to-date, stocks and bonds moved in dramatically different directions after a week chocked full of market moving developments.
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.
