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.”
As we enter the fourth quarter of 2020, we face significantly different tax policy proposals from our presidential candidates. Developing a comprehensive gift, estate and income tax strategy in concert with your tax and legal advisors, but waiting until after the outcome of the election, may be prudent.
Despite the technology-led gains of U.S. equities so far this year, uneasiness abounds as the world adjusts to life with COVID-19. While roughly half the jobs lost to this year’s steep and short recession have already been recouped, many investors fear the day when the bill for massive stimulus comes due.
For the fourth consecutive week, stocks posted negative returns with the S&P 500 trading near 3,220 for most of this week. Market technicians would view this as a technical support level or a base from which the market can work. At the current levels, the market can consolidate and take a breath to prepare for what is next.
Our colleague, Mary Lago, CFP, CTFA, appeared on Medford’s KDRV to discuss the economic impact of wildfires.
Whether enrolling in Medicare for the first time or preparing for the Medicare open-enrollment period, it pays to review plan options and choose the most appropriate coverage for your circumstances.
Without question, 2020 has brought about not only a steep, yet short-lived, recession, but also a material change in consumer preferences and behavior.
The aggressive fiscal and monetary response to the COVID-19 crisis has been unprecedented in terms of speed and magnitude. A common topic we receive from clients is about the risk of inflation as a result of the response to the crisis.
News of western wildfires are dominating the headlines. Many of us who thought we were not at risk of being evacuated from our homes now have a heightened awareness of how important it is to plan for the unexpected.
This morning, the Bureau of Labor Statistics reported a strong jobs report for the month of August, with nonfarm payroll employment rose by nearly 1.4 million.
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.
Is Federal Reserve chair Jerome Powell taking a shot at the Phillips curve? His announcement this week at the virtual Jackson Hole conference revealed that the focus of Fed policy is shifting to be more on maximizing employment and less on the 2 percent inflation target they have had since 2012.
Video recording of our mid-quarter Investment Strategy Update webinar which was presented on August 27, 2020.
Values-based estate planning aligns the distribution of one’s assets with their personal beliefs. This article some examples of values that our clients have communicated over the years and how that is conveyed in their estate plan.
While market commentators continue to debate the shape of economic recovery, a quick glance at an S&P 500 price chart confirms the V-shaped recovery investors have enjoyed since the dark days of late March.
Video recording of our wealth management webinar, “The Known and Unknown,” which was presented on August 18, 2020.
All day and every day we are bombarded by economic, company and political news. And not just U.S. news, but global news as well. Even in normal times this can seem overwhelming, and especially so during a pandemic.
This morning, the Bureau of Labor Statistics reported that the U.S. economy added nearly 1.8 million jobs in the month of July, outpacing economist expectations for an addition of 1.5 million.
Planning for the risk of unknown events is a key component of a solid financial plan. In the following video, Josh Frankel, CFP® addresses five ways to manage risk as well as long-term care and personal liability insurance considerations. The accompanying article includes fire safety resources and some tips on protecting yourself financially through fire and other losses.
