Taking the Time to Share Our Outlook
One of the sayings most often heard in our firm is, “It’s not about timing the market”—it’s about time in the market. With this long-term view in mind, one might ask why we spend so much time preparing our Outlook each year when the messaging has been consistent over the years. Simply put, each year brings new challenges for investors, but our commitment to clients is to stay focused on the long term.
To Gift or Not to Gift and Other Questions
According to the latest report by Cerulli & Associates, $124 trillion is expected to change hands by 2048. Just under 15% is expected to be given to charity and the remaining balance will go to heirs.
Trust Protector: A Tool for Flexibility in Estate Planning
In an era of evolving tax laws and shifting estate planning strategies, flexibility has become an important consideration in wealth planning.
Turn Down the Volume
After a quick start that saw the S&P 500 jump 5% in the first three weeks of the year, markets abruptly reversed course and gave it all back and then some, with the blue-chip index posting a 4.3% loss for the quarter.
Lago on CNBC Closing Bell
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins CNBC’s Closing Bell to discuss our firm's "high-net-worth playbook."
2024 Annual Report
2025 Investment Outlook Webinar Video: Lessons Learned
Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
Ferguson Wellman Provides Their Top Five Investment Themes for 2025
After months of debate, President Biden chose to take the bipartisan route nominating Jerome Powell to serve a second four-year term as Federal Reserve Chairman.