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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

Walmart

Real Estate Investing: The Good, the Bad and the Office Space

Real Estate Investing: The Good, the Bad and the Office Space

In our Investment Outlook 2025 events, we will share our thoughts on the real estate market and the opportunities ahead. While the commercial real estate sector appeared to hit bottom early last year, it showed a positive trend in the latter half, with core real estate values increasing 6% per the Green Street Commercial Property Index (Green Street CPPI). As mentioned in previous publications, we favor opportunities in industrial warehouses, apartments and data centers, which saw values increase last year. However, our publications have not as deeply explored one segment of commercial real estate (CRE): office space.

The Battle for Retail

The Battle for Retail

A banana duct taped to a wall sold for $6.2 million dollars this week to a cryptocurrency founder. With bitcoin nearing $100,000 and up more than 40% in November alone, bullish sentiment may be reaching levels of excess and froth in certain corners of the capital markets.

Shifting Demand

Shifting Demand

As new parents, my wife and I have been experiencing the ongoing formula shortage firsthand as we prepare for our little one to start daycare in June. The search for formula reminds me of the early days of the pandemic when life turned into a competitive “treasure hunt” due to supply constraints and a drastic change in consumer demand.

The Correction Deepens

The Correction Deepens

Over the past week the S&P 500 declined nearly 3% on persistent fears of inflation exacerbated by negative earnings reports from Walmart and Target, both of which were impacted by unexpected cost inflation. For the year-to-date, the S&P 500 has declined more than 17%. The good news from the week is that bonds have started to act more like bonds due to declining interest rates and a volatile equities market.

U.S. Core Inflation Drifts Slightly Higher

U.S. Core Inflation Drifts Slightly Higher

U.S. stocks continued their upward climb this week, with the Dow Jones Industrial Index trading above 25,775 and the S&P 500 rising approximately 1.5 percent for the week. The U.S. dollar traded off relative to the euro, which surged to a three-year high of $1.21.

The Deal of the Year

The Deal of the Year

As investors, the best thing about earnings season is it filters a lot of the other noise out of the market. A month ago, a tweet, tariff headlines or even a longshot tax proposal would have moved the equity markets.