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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

mortgage rates

Home Sweet Home Economics: Decoding the Fed's Impact on Housing

Home Sweet Home Economics: Decoding the Fed's Impact on Housing

Recently, a realtor friend of mine shared that transaction volume was notably low due to high interest rates, resulting in a sluggish market. However, with last week’s Federal Reserve’s rates cut, he and likely others in the realty industry are hoping the housing market will be reenergized. While not everyone can buy or sell a house, home ownership is a prominent consideration when creating wealth. And while I’m not in the market to sell my house, I was curious about what is now occurring in the housing market.

Big Week for the Number 50

Big Week for the Number 50

For sports enthusiasts and market participants alike, this week was all about the number 50. For fans of America’s favorite pastime, Dodgers star Shohei Ohtani became the first player in the history of professional baseball to record 50 home runs and 50 stolen bases in a single season. Ohtani achieved this historic accomplishment with a bang, going 6 for 6 with three home runs and 10 RBIs … in a single game.

Houle on KOIN Wallet Wednesday

Houle on KOIN Wallet Wednesday

Brad Houle, CFA, was on KOIN AM Extra's Wallet Wednesday to discuss mortgage rates.

Rates and Rates

Rates and Rates

The 10-year U.S. Treasury touched 5% earlier this week, the first time since 2007. By the end of the week, yields had settled at 4.9%, representing a significant increase from the rates of 3.7% on January 1. In the world of “bond math,” bond values fall when rates rise. Therefore, bond returns, as measured by the Bloomberg Aggregate Index, are down over 3% this year.

Have Yields Peaked?

Have Yields Peaked?

Paul Volcker assumed the chairmanship of the Federal Reserve in August of 1979 and within a year, had raised the target federal funds rate to an eye-popping 20%. This painful but necessary action broke the back of inflation which had run rampant for the prior decade.