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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

coronavirus

Second Quarter 2020 Investment Strategy Video: Gimme Shelter

Second Quarter 2020 Investment Strategy Video: Gimme Shelter

We are pleased to present our Investment Strategy Video for the second quarter of 2020 titled, “Gimme Shelter.”

Unprecedented ... By All Measures

Unprecedented ... By All Measures

By all measures, this new reality is unprecedented. To start, this is not a typical recession whereby the economy runs “too hot,” such as when a major industry collapses like the banking system during the mortgage crisis or the technology sector of the early 2000s.

FTC Scam Bingo: Helping Your Technology Stay Healthy

FTC Scam Bingo: Helping Your Technology Stay Healthy

Scams are on the rise during this pandemic. Here are some reminders and resources from the Federal Trade Commission

Where To From Here?

Where To From Here?

While the duration, severity and economic toll of the novel coronavirus COVID-19 are yet to be known, this week investors abandoned any attempt to calibrate market prices using fundamentals and engaged in wholesale panic, selling off equities in all markets around the world.