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.”
If you have college bound children or grandchildren, you are likely aware of the benefits of 529 accounts, which include but are not limited to tax-free growth of investments, tax-free withdrawals when funds are used for qualified education expenses, potential state income tax benefits, expanded gifting options with superfunding and the flexibility for the owner to transfer funds to family members.
