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.
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.
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.”
With U.S. large cap stocks down over 10 percent, it hasn’t been a happy new year for investors. The Fed tried to alleviate fears this week on Capitol Hill by stating that they realize the current volatility may lead to slower economic growth and thus there will be no March rate hike. While the talking heads weren’t impressed with the statement, we believe that it was a positive and highlighted the fact
Portland’s commercial and residential real estate markets are on fire. Home prices and apartment and office rents are soaring, and even with a full pipeline of new multifamily and commercial office buildings coming online in 2016, the consensus is that demand will not be sated.
Lane Community College student body President Ashley Jackson, standing in front of more than 200 people on the second floor of the college’s Center Building on Wednesday afternoon, smiled as she thought about what she won’t miss
At first glance, what some investors thought might by a perfect U.S. labor report for January met with a resounding thud in financial markets Friday. It seemed to be one without so many jobs created that the Fed would be forced into raising rates at an uncomfortably fast pace, yet a report that was still strong enough to
As of Thursday this week, roughly one-third of the S&P 500 companies have reported earnings for the fourth quarter of 2016. Of the 171 companies that have reported earnings 8 percent were in-line with expectations, 19 percent had a negative surprise and 72.6 percent reported a positive
Speaking before a packed Portland Business Alliance audience, economist John Mitchell predicted that the region’s economy will continue to expand at an annual rate of about two percent through 2016.
A cast iron mechanical bank is a fitting symbol for Ferguson Wellman Capital Management. The Portland investment firm, which this year is celebrating its 40th anniversary, manages more than $4.3 billion for 743 wealthy clients and is known for strength, solidity and an approach to investing that steers away from risk. Not surprisingly,
That’s the message we heard loud and clear from the markets this week. As economies and markets around the world wobble to start the new year, they were looking to central banks to bail them out. Mario Draghi gave markets around the world some solace with his dovish news conference yesterday.
For investors, this year started with more than a passing resemblance to 2015, according to executives at Portland-based investment firm Ferguson Wellman Capital Management.
At the firm’s annual investment outlook Wednesday at Deschutes Brewery, in Bend, two Ferguson Wellman vice presidents advised cautious optimism. They took their theme from the
PORTLAND, Ore. – January 18, 2016 – Ferguson Wellman Capital Management is pleased to announce that the firm has been named by Oregon Business Magazine as a top financial planner/manager in their annual Power Book publication.
Earlier this week we lost a music icon. While I was not a big fan of David Bowie, there are a few songs of his that I enjoy. My favorite is “Under Pressure” which he co-wrote with the band Queen in 1981. The title is very appropriate for what we
The slowing Chinese economy is ripping through markets, but Ferguson Wellman Capital Management is telling clients not to worry too much because the U.S. economy remains strong.
As we observe U.S. stocks down roughly 5 percent in the first week of 2016, we are reminded of what occurred last fall when Chinese growth concerns and a strong dollar reverberated around the globe. While China accounts for only
PORTLAND, Ore. – January 8, 2016 – Ferguson Wellman Capital Management was recently informed that the firm was named by Financial Planning to their “Top 150 Registered Investment Advisers Firms.”
Santa Claus left investors with a lump of coal this December. Historically, the S&P 500 is positive in the month of December with a return of roughly 2 percent. 2015 resulted in a flat return, summing up the entire year for investors. There
Borrowing a theme from the 1993 comedy in which TV weatherman Phil Connors (Bill Murray) fi nds himself reliving the same day over and over again, we believe that the global economic backdrop in 2016 will be very similar to that of the past year. To that end, modest economic growth, tame
PORTLAND, Ore. – December 10, 2015 – Ferguson Wellman Capital Management is pleased to announce that the firm has been named by Portland Business Journal as a “Most Admired Company.” Of the 10 financial services companies listed in the top tier the firm was ranked third. This is the 11th consecutive year that the company has been selected. The list is compiled by surveying over 3,000 CEOs across the state of Oregon and southwest Washington. CEOs were asked to select three companies they most admired in eight industries, as well as three companies they most admired across all industries. Companies eligible for consideration were not limited to those based in Oregon and southwest Washington, but included any business with a substantial presence in the region.
“We are honored to have been selected, along with many other companies that we respect and admire throughout our region,” said Mark Kralj, principal.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of 2015, the firm manages over $4 billion for more than 700 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $750,000.
(data as of January 1, 2015)
PORTLAND, Ore. – December 10, 2015 – Ferguson Wellman is pleased to announce that Mary Lago, CTFA, has joined the firm as executive vice president and a member of the firm’s wealth management committee.
With more than 15 years of experience in the financial industry, Lago came to Ferguson Wellman after working at Washington Trust Bank as vice president and regional manager for wealth management and trust services. At Washington Trust and at previous employers, she worked in personal trust administration and trust management. She began her career in the 1990s in Silicon Valley during the technology boom, later establishing the trust company at First Republic Bank. Lago has expertise on the topics of charitable planning in a low interest rate environment, selecting a trustee, establishing investment policy guidelines, managing cash flow and charitable giving components on installment sales and assisting clients with multi-generational wealth transfers. She is a frequent speaker for the Oregon State Bar and other organizations on the topic of estate and trust planning. Lago is a certified trust and financial adviser and graduated from Linfield College with a B.S. in business administration.
“Mary has significant experience working with investment management and trust services,” said Steve Holwerda, CFA, chief operating officer and principal at Ferguson Wellman. “She is a proven leader and shares our core values. We are looking forward to her joining our team, serving clients and focusing on company growth.”
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of 2015, the firm manages over $4 billion for more than 700 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $750,000. (data as of January 2015).
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