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.”
Presenting the fourth quarter 2023 publication of Wealth Management Insights titled, “Gifting IRA Funds to Charity and Other Smart Philanthropic Strategies.”
Tax policy is being proposed and revised at a furious pace in Washington. Not knowing if, when and in what form the proposals might turn into law, it may be tempting to ignore the process and wait for the final outcome.
If you are feeling anxious about possible changes to estate taxes, expect to have a taxable estate, and want to take action – it may be worth learning a little bit about irrevocable trusts.
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
