Mary Lago CFP, CTFA, discusses the impending election and the tax changes being proposed.
Sector Spotlight: Technology
Making Sense of the (Un)Employment Picture
Each week our Investment Policy Committee meets to review asset allocation and our outlook for the economy and global markets. We have a standard book of economic charts that we review to determine the health of the economy and what is transpiring around the world and many of these indicators go back decades.
Should Low Interest Rates Alter When to Claim Social Security?
“Where will I generate cash flow in today’s low interest rate environment?” This is a question that many retirees are now facing as they consider how to effectively manage their income in the current era of extremely low interest rates. One answer could be making a strategic decision about when to claim your Social Security benefits.
Lago Quoted in Forbes on the Topic of Giving with Impact
Forbes published an article titled, “Insightful Investing: Giving with Impact.” In it, our colleague, Mary Lago, CFP®, CTFA, shares the fulfillment she experiences when guiding clients toward philanthropy that’s aligned with their values.
Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction
Chief Investment Officer George Hosfield, CFA, presents the Investment Strategy Update for the fourth quarter of 2020 titled (I Can't Get No) Satisfaction.
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.
Seasons of Change
For many, 2020 has been a year to forget. Headlined by the COVID-19 pandemic and the ensuing global response, stimulus from central banks and governments has helped limit the damage, as the U.S. economy has now experienced its shortest and steepest recession ever.
Frankel Interviewed by KXL Radio
Mary Lago on KOIN's Wallet Wednesday
Our colleague, Mary Lago, CFP, CTFA, appeared on Portland’s KOIN’s Wallet Wednesday and discussed the financial fallout for those affected by wildfires.
Wealth Management Insights Fourth Quarter 2020
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.
Market Letter Fourth Quarter 2020
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.
September Effect
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.
Ferguson Wellman Named to Top RIAs List by Barron's
Mary Lago Discusses Economic Impact of Wildfires
Our colleague, Mary Lago, CFP, CTFA, appeared on Medford’s KDRV to discuss the economic impact of wildfires.
Get Medicare Savvy
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.
At Home and Online
Without question, 2020 has brought about not only a steep, yet short-lived, recession, but also a material change in consumer preferences and behavior.
Unscripted Inflation?
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.
Applying the Principles of Planning to Emergency Situations
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.
