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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

SECURE Act 2.0

Understanding the SECURE 2.0 Act: Key Changes for 2025

Understanding the SECURE 2.0 Act: Key Changes for 2025

There are two SECURE Acts, both of which were designed to enhance retirement savings and provide more flexibility for savers by updating and introducing new retirement planning rules.

IRS Publishes Clarification on SECURE Acts

IRS Publishes Clarification on SECURE Acts

The passage of the SECURE Act in 2019 and SECURE 2.0 Act in 2022 ushered in sweeping changes for taxpayers regarding retirement account distributions. These changes, including a significant modification to how certain designated beneficiaries must distribute inherited retirement accounts, are crucial for anyone possessing or inheriting a retirement account to understand.