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.”
When you sell real estate and make a profit, you may be taxed on that gain. When it comes to the sale, both how the property was used and the length of time you’ve owned the property will impact your taxation.
Here are highlights of the 2022 key financial figures that, depending on your stage of life, may impact your tax planning this year.
For many owners, selling or transitioning their business often ranks as the most important financial decision of their lives. Not only is this decision often highly emotional, but many additional factors exist that require careful attention and evaluation.
With the hustle and bustle of the season around us, many are considering the good cheer they can share with others. For those of the mindset that it is better to give than receive, here are some guidelines on making financial gifts.
Wealth Management Insights Third Quarter 2021: Protecting Your Assets and the Evolving Retirement Rulebook
Washington State has created the nation’s first public state-operated insurance program for long-term care insurance funded by a new payroll tax of 0.58% paid by employees (not employers) starting January 1, 2022.
While reaching your college savings goal is worth celebrating, it’s important to know your options should you have excess funds.
No matter your generation, there is a chance you will receive an inheritance at some point in your life. This bittersweet transfer of wealth could substantially change your financial picture.
The College for Financial Planning has released its 2021 Annual Guide that is a great resource for tax planning, charitable giving and other important topics.
According to Einstein, what’s the hardest thing to understand in the world? Josh Frankel, CFP, helps find relativity between taxpayers and wealth planning, particularly charitable-giving strategies.
The S&P 500 put up strong gains into the holiday and finished up 2 percent for the week. This quarter has been marked by the return of volatility with the market posting daily gains or losses in excess of 1 percent on 22 different occasions. To put this in perspective, there were just eight of these instances in all of 2017.
This week the S&P 500 was up slightly as investors focused on the passage of the Tax Cuts and Jobs Act which was signed into law by President Trump on Friday morning. Conversely, bonds sold off with interest rates moving higher with the 10-year U.S. Treasury increasing in yield from 2.39 percent to 2.48 percent, which is a substantial move in the span of a week. Bond investors are anticipating an increase in Treasury bond issuance with expected increased deficit spending due to the tax law.
Markets moved modestly higher this week with domestic stocks up nearly 1 percent and the benchmark 10-year Treasury was off 2 basis points. As if held up by a mysterious force, Bitcoin set a new high Friday just shy of 18,000.
