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.”
Scott Christianson, CFP®, executive vice president, and his wife, Lauren, were recently featured in Portland Monthly Magazine’s Portland Pages for the Donate Dinner fundraiser on behalf of Meals on Wheels People in collaboration with New Seasons.
There are several planning opportunities for charitable giving with the remaining days in 2020 which can also be tax-savvy moves.
On the back of the strongest election week returns since 1932, markets rallied sharply to begin this week as Pfizer announced 90 percent efficacy on a COVID-19 vaccine. Even more, the industries performing best were those most sensitive to economic momentum, instead of the “stay-at-home” trade that has dominated the market for the majority of the year with Amazon, Apple, Microsoft, Facebook and Google accounting for around 80 percent of the S&P 500 return.
Assumed to be postulated by Aristotle, “horror vacui” roughly translates to “nature abhors a vacuum.” The financial market equivalent would be “horror incertae,” or “markets abhor uncertainty.”
We have been closely monitoring the recent uptick in COVID-19 infections across the country and in Europe. The path of the virus is the most important factor in the economic recovery and the thing that we know the least about.
Samantha Pahlow, CTFA, AWMA, discusses the proposed tax changes that could affect clients’ tax planning for 2021.
While retail investors continue to be focused on negative media headlines, stocks continue to climb the “wall of worry.”
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.
When the Federal Reserve cut their overnight policy rate by a total of 2.0 percent to the zero bound in the fourth quarter of 2008, few investors would have anticipated it would be another seven years before the Fed felt economic conditions warranted raising that policy rate by even one-quarter percent.
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.
“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.
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.
Chief Investment Officer George Hosfield, CFA, presents the Investment Strategy Update for the fourth quarter of 2020 titled (I Can't Get No) Satisfaction.
A recording of the webinar we hosted on October 1, 2020, titled The Future of ESG: Through a Quantitative and Qualitative Lens.
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.
Our colleague, Mary Lago, CFP, CTFA, appeared on Portland’s KOIN’s Wallet Wednesday and discussed the financial fallout for those affected by wildfires.
