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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

Wildfires

Mary Lago on KOIN's Wallet Wednesday

Mary Lago on KOIN's Wallet Wednesday

Our colleague, Mary Lago, CFP, CTFA, appeared on Portland’s KOIN’s Wallet Wednesday and discussed the financial fallout for those affected by wildfires.

Mary Lago Discusses Economic Impact of Wildfires

Mary Lago Discusses Economic Impact of Wildfires

Our colleague, Mary Lago, CFP, CTFA, appeared on Medford’s KDRV to discuss the economic impact of wildfires.

At Home and Online

At Home and Online

Without question, 2020 has brought about not only a steep, yet short-lived, recession, but also a material change in consumer preferences and behavior.

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Applying the Principles of Planning to Emergency Situations

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Applying the Principles of Planning to Emergency Situations

News of western wildfires are dominating the headlines. Many of us who thought we were not at risk of being evacuated from our homes now have a heightened awareness of how important it is to plan for the unexpected.