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.
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.”
2023 Investment Outlook Video
Annual presentation from Ferguson Wellman investment team discussing the major themes facing capital markets in 2023 and how they will affect client portfolios.
Recording: Mid-Year Economic Outlook Webinar with Portland and Puget Sound Business Journals
Ferguson Wellman presents its mid-year investment outlook in partnership with the Portland and Puget Sound Business Journals. Originally aired July 13, 2022.
Wealth Management Insights Forum: Managing Wealth through Transitions
2022 Investment Outlook Video: Extraordinary to Ordinary
Year-End Insights: Certain Strategies for Uncertain Times
Video recording of the webinar hosted on October 13, 2021 titled, “Certain Strategies for Uncertain Times.”
Third Quarter 2021 Investment Strategy Webinar
On July 22, our firm hosted an Investment Strategy Update webinar presented by Charissa Anderson, CFP®, CDFA®, Ralph Cole, CFA, and Jason Norris, CFA.
A recording of the presentation can be viewed below and the slides can be found by clicking the button below.
Lifelong Excellence Speaker Series: Common Threads
On Thursday, June 10, we hosted a conversation on clothing and the relationship we have with our wardrobes in a post-pandemic world. The discussion was hosted by Kirstin Havnaer of Ferguson Wellman and featured Scarlet Chamberlain, stylist and jewelry designer, Lily Sheehan, associate professor at Oregon State University and Betsy Warren, clothing curator and owner of the Bliss House Museum.
To view a recording of this virtual event, please click on the button below.
Second Quarter 2021 Investment Strategy Webinar
On April 20, our firm hosted an Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.
A recording of the presentation can be viewed below and the slides can be found through this link.
Wealth Management Insights Forum: Planning for the Future
Our Wealth Managment Insights Forum recording can be accessed here. Topics covered included financial spring cleaning, potential new tax policies, strategic savings and spending priorities and steps toward establishing a wealth plan.
Q&A from Investment Outlook 2021
Investment Outlook 2021: Back to the Future
Dan Clifton Post-Election Discussion Webinar Recording
On November 20, we hosted a post-election discussion with Dan Clifton, head of policy research at Strategas Securities.
Q4 2020 Mid-Quarter Investment Strategy Update
On October 20, our firm hosted a mid-quarter Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.
The Future of ESG Webinar Recording
A recording of the webinar we hosted on October 1, 2020, titled The Future of ESG: Through a Quantitative and Qualitative Lens.
Lifelong Excellence Speaker Series Webinar Recording: Coach Rich Brooks
On September 3, our managing director, Steve Holwerda, sat down with former University of Oregon Head Football Coach, Rich Brooks, for a discussion about the 1994 season and trip to the Rose Bowl and anecdotes on coaching and success.
Mid-Quarter Investment Strategy Update Webinar
Video recording of our mid-quarter Investment Strategy Update webinar which was presented on August 27, 2020.
Wealth Management Webinar Recording: Planning for the Known and Unknown
Video recording of our wealth management webinar, “The Known and Unknown,” which was presented on August 18, 2020.
Investment Strategy Webinar Recording: Start Me Up
Please click on the below image to view the recording of the Investment Strategy webinar given on July 22 by Chief Investment Officer George Hosfield, CFA, and Brad Houle, CFA, our head of fixed income.