There are two SECURE Acts, both of which were designed to enhance retirement savings and provide more flexibility for savers by updating and introducing new retirement planning rules.
Understanding the SECURE 2.0 Act: Key Changes for 2025
Working With Your Team of Financial Professionals
Wrapping up any tax year results in a flurry of activity. Not just holiday shopping and family gatherings, but also tax strategy implementation and estate planning actions. At Ferguson Wellman, we regularly provide guidance and field questions about appropriate strategies for our clients’ situations.
Investment Strategy Video Fourth Quarter 2024
Chief Investment Officer George Hosfield, CFA, presents the firm's quarterly Investment Strategy titled, "Awaiting the Score." In the video, he discusses how the Fed is shifting its focus to the labor market.
Investment Strategy Video Third Quarter 2024
Chief Investment Officer George Hosfield, CFA, presents the firm's quarterly Investment Strategy titled, "We’ve Landed."
Lago and Pahlow Promoted to New Leadership Roles
Do I Need to Sell My Investment?
In the 1950’s Harry Markowitz published his article “Portfolio Selection” which set the framework for what he dubbed Modern Portfolio Theory (MPT). This theory became so widely adopted that Markowitz was awarded the Nobel Prize in Economics in 1989. A basic tenant of the investment philosophy outlined by MPT says that diversification of portfolios reduces the volatility of the portfolio, which in turn can improve investment performance over multiple market cycles.
What's Next for Interest Rates?
One irony from the bond market in 2023 was that the year started with near unanimous calls for a recession, finished with an over 20% return for the S&P500 and consensus for a soft landing, yet the yield on the benchmark 10-year U.S. Treasury ended the year right where it started at 3.88%.
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.”
Dickason Interviewed on KGW
The Federal Reserve's quarter-point rate hike fuels more recession speculation. Blaine Dickason, senior vice president, appeared on Sunrise on KGW News on Friday, March 21 and shared our perspective on what the rate increase may mean for you.
Anderson on KOIN Wallet Wednesday
Charissa Anderson, CFP®, CDFA®, appeared on KOIN News Wallet Wednesday on October 12, 2022, and discussed the pluses and minuses of receiving financial advice from TikTok.
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.