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.”
In our most recent Wealth Management Insights publication, Charissa Anderson, CFP®, CDFA®, explained why it is important to name a successor owner for a 529 account and discussed gift and estate tax implications relating to the account.
We present the recording of the “Wealth Management Insights Forum: Impactful Planning through Life’s Phases.”
