2021 Annual Report
2022 Investment Outlook Video: Extraordinary to Ordinary
Meet Our 2020-2021 New Hires
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.
Third Quarter 2021 Market Letter: Coming in Hot
2020 Annual Report
Investment Outlook 2021: Back to the Future
Wealth Management Insights First Quarter 2021
Our Wealth Management Insights publication for the first quarter of 2021 is titled, “Planning for the Future.”
Mary Lago on KOIN's Wallet Wednesday
Our colleague, Mary Lago, CFP, CTFA, appeared on Portland’s KOIN’s Wallet Wednesday and discussed the financial fallout for those affected by wildfires.
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.
Ferguson Wellman Named to Top RIAs List by Barron's
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.
Investment Strategy Video Fourth Quarter 2019: Holding Pattern
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.
Financial Advisor Names Ferguson Wellman to 2019 RIA Ranking
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.
Growth Gain, Stock Pain
Global markets sold off sharply on Wednesday and Thursday as investors continued to wrestle with a diverse set of risks.
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.
iCan't Afford This
Stocks and bonds moved in opposite directions as the S&P 500 finished positive on the week despite falling nearly 2 percent between Thursday and Friday. Bonds, on the other hand, declined due to higher interest rates.
January Is the Market's Groundhog?
This week we experienced something we haven’t in some time: a down week. Stocks struggled to a close, down 3.8 percent with no help from blue-chip names. Alphabet (GOOGL) and Apple reports weren’t favored by Wall Street, driving the stocks down 5.2 and 4.3 percent, respectively.
Take the Money and Run
Global equity markets continued their hot start to the year with the S&P gaining 0.6 percent, Europe 1.25 percent and emerging markets up 1.65 percent. On the other hand, bonds declined slightly as interest rates moved higher with the 10-year U.S. Treasury yield finishing the week at 2.63 percent, its highest level since last spring.
Tax Reform and the Muni Market
Stocks climbed in the U.S., Asia and Europe as the U.S. government averted a shut down and the jobs report reinforced optimism. The U.S. added 228,000 jobs in the month of November, higher than the expected addition of 195,000 jobs, due to an accelerating hiring trend which economists expect to continue into the next year. The S&P 500 hit new highs today, trading above 2,650.