Our colleague, Mary Lago, CFP, CTFA, appeared on Portland’s KOIN’s Wallet Wednesday and discussed the financial fallout for those affected by wildfires.
Mary Lago on KOIN's Wallet Wednesday
Wealth Management Insights Fourth Quarter 2020
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.
Market Letter Fourth Quarter 2020
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.
March Sadness
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.
Investors Should Be Thankful
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.
Feeling the Summer Heat
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.
Mary Lago Honored by Albertina Kerr
Market Letter Third Quarter 2019: Mounting Headwinds
Ferguson Wellman and West Bearing Take Your Child to Work Day
Shifting into Gear
Markets were inundated with a barrage of political, economic and stock-specific news this week, challenging investors to stay on top of it all.
A New Face
The markets had to digest weighty geopolitical headlines this week with tariffs, North Korea and a messy political landscape in the European Union dominating the news cycle.
Will Facebook Find Some Friends?
In the face of unquestionably strong economic data, global equities declined nearly 5 percent on the week with the S&P 500 falling close to 6 percent. The sharp selloff can be attributed to a confluence of factors, none of which will have any impact on near-term earnings momentum.
InvestmentNews Ranks Ferguson Wellman a "Top RIA"
Ferguson Wellman Capital Management has been ranked by InvestmentNews magazine as a top investment company.
InvestmentNews named Ferguson Wellman 11 out of 15 companies in their “Western Success Stories” category in the listing of largest fee-only RIAs as organized by region as based on assets under management. Ferguson Wellman is the only firm to be included from Oregon and is the largest in the Pacific Northwest to be included.
“We are honored to be included in this impressive list of advisers by InvestmentNews. We believe it is a testament to how we have strategically grown our business and consistently focused on a high level of service for our clients,” said Steve Holwerda, CFA, principal and chief operating 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 1, 2017).
Methodology and Disclosure from Financial Advisor:
InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of Nov. 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after Jan. 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50 percent of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25 percent of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25 percent of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
Source: InvestmentNews
Data Additional Disclosures:
InvestmentNews produced this list by surveying all registered investment advisors that filed their ADV with the SEC. Ferguson Wellman (the firm) is not aware of any facts that would call into question the validity of the ranking. The firm does not believe this advertisement is inappropriate and is not aware of any unfavorable rating towards the firm. InvestmentNews pulled data from ADV filings for the ranking. All 12,000 RIAs in the United States were surveyed, then they narrowed the field down to those with assets under management of $250 million or more. For the category we were considered, there were 214 firms that qualified, and the Firm ranked 55 of the 214. Of the firms listed in the total RIA survey and ranking by InvestmentNews, 33 percent fell into the $1 billion or more assets under management category. The rating does not involve client experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.