Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
2025 Investment Outlook Webinar Video: Lessons Learned
Planning for an Alternate Scenario
Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.
Investment Outlook 2024 Video: Sticking the Landing
Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
2024 Investment Outlook Webinar Video: Sticking the Landing
Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
Tips for Staying Secure Online
Michael Garcia, Ferguson Wellman's chief technology officer, offers tips for keeping information secure when online.
Wealth Management Insights Forum: Impactful Planning through Life's Phases
We present the recording of the “Wealth Management Insights Forum: Impactful Planning through Life’s Phases.”
Investment Strategy Video: Inflation's Flame Flickers
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.
Third Quarter 2023 Investment Strategy Video: Standing Eight Count
Wealth Management Insights: Caring for Ourselves and Our Loved Ones
Collaborative planning for care needs can reduce family stress and ensure our housing, financial management, legal arrangements and healthcare is consistent with our personal preferences. In this quarter’s Wealth Management Insights video, Mary Lago, CFP®, CTFA, shares common decision points and items we can address in advance.
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.
Wealth Management Insights Video: Planning for Incremental and Potentially Substantial Changes
In this video, Mary Lago, CFP®, CTFA, chair of our wealth management department, highlights changes for retirement savings and charitable gifting in regard to tax planning.
Optimizing the Tax Benefits of Charitable Giving
Samantha Pahlow, CTFA, AWMA®, provides an overview of planned philanthropic donations and the tax benefits associated.
Opportunities for Strategic Tax and Philanthropic Planning
Fourth Quarter 2022 Investment Strategy Video: Bad News Is Good News
George Hosfield, CFA, shares our fourth quarter 2022 Investment Strategy video, in which he discusses the Fed raising interest rates in an effort to combat inflation and what that means for investors.
Medicare: Understanding the Basics
Samantha Pahlow, CTFA, AWMA®, discusses the basics of Medicare and how it fits into retirement planning.
Social Security Spousal Benefits
Charissa Anderson, CFP®, CDFA®, explains the various aspects of Social Security spousal benefits and how it fits into retirement planning.
Bond Math
Principal and Head of Fixed Income, Brad Houle, CFA, discusses the math at work in fixed income investing and the relationship between bonds and interest rates.
Recording: Mid-Year Economic Outlook Webinar with Portland and Puget Sound Business Journals
Ferguson Wellman presents its mid-year investment outlook in partnership with the Portland and Puget Sound Business Journals. Originally aired July 13, 2022.
Making the Most of All Your Benefits - Wealth Management Insights Video
Wealth Management Chair Mary Lago, CFP®, CTFA, discusses strategies to maximize the most of your benefits from private insurance options to Social Security and Medicare.
Third Quarter 2022 Investment Strategy Video: Balancing Act
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.”