Who knew that in 1970, the chorus line of the classic song, “Truckin” by the Grateful Dead would clearly define today’s stock market environment?
What a Long, Strange Trip It's Been
Norris Interviewed on Boise State Public Radio
Jason Norris, CFA, recently spoke with Gemma Gaudette, Daily Show Host for Boise State Public Radio’s “Idaho Matters” news program.
From Bad to Better
As the world’s battle against coronavirus rages on, we offer our best regards to those on the front lines battling the pandemic and express our sympathies to those whose health and welfare are being directly impacted.
2020 Q2 Market Letter: Gimme Shelter
Wealth Management Strategies for Now and Later
Executive Vice President, Mary Lago, CFP, CTFA, discusses strategies clients can employ for their long-term financial health.
Second Quarter 2020 Investment Strategy Video: Gimme Shelter
We are pleased to present our Investment Strategy Video for the second quarter of 2020 titled, “Gimme Shelter.”
Roth IRA Conversion Considerations
Roth IRAs are after-tax retirement accounts. While not tax deductible when they are funded, they grow tax free and withdrawals are income tax free provided they are withdrawn after age 59 ½. Additionally, most Roth IRAs are not subject to required minimum distributions.
Important 2020 Tax Season Reminders
Federal and states governments are working hard to provide support and relief to taxpayers during the COVID-19 global pandemic. One element that will ease the burden on taxpayer cashflow is the delay in due dates for filing and paying your 2019 taxes.
Unprecedented ... By All Measures
By all measures, this new reality is unprecedented. To start, this is not a typical recession whereby the economy runs “too hot,” such as when a major industry collapses like the banking system during the mortgage crisis or the technology sector of the early 2000s.
High Anxiety
Staying in touch with clients is critical during such extreme market volatility. Admittedly these are highly stressful and uncertain times for everyone. It is paramount that we stay safe, remain calm and strive to make decisions that are aligned with our long-term goals … not current headlines.
FTC Scam Bingo: Helping Your Technology Stay Healthy
Scams are on the rise during this pandemic. Here are some reminders and resources from the Federal Trade Commission
Planning for Healthcare in Retirement
Our health and well-being during this pandemic is a top priority. While there are things about managing our healthcare that we cannot control, we do have options to plan for the financial impact.
Deferred Federal Tax Payments and Tax Filings Announced
In an effort to reduce the burden on taxpayers during the COVID-19 pandeminc, Secretary Mnuchin announced deferring Federal tax filing and payments.
March Sadness
First and foremost, we want to extend our concern and empathy to those whose health has been directly impacted by the virus, as well to those in the travel, entertainment and restaurant industries whose jobs are increasingly at risk.
2019 Annual Report
Cole Interviewed on KPTV
Ralph Cole, CFA, director at Ferguson Wellman, was interviewed on KPTV regarding stock market volatility during the COVID-19 outbreak.
Cole and Lago Quoted in Portland Tribune
Where To From Here?
While the duration, severity and economic toll of the novel coronavirus COVID-19 are yet to be known, this week investors abandoned any attempt to calibrate market prices using fundamentals and engaged in wholesale panic, selling off equities in all markets around the world.
White Knuckles
The rollercoaster ride continued this week as stocks moved at least 2 percent every day; however, with all of that volatility the S&P 500 was up 1 percent.
Fear Is Only as Deep as the Mind Allows
Kingda Ka at Six Flags in New Jersey is the tallest and fastest roller coaster in the United States. Imagine being on that coaster.