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.”
Many companies reward employees with ownership of company stock through profit-sharing plans, employee stock ownership plans (ESOPs), or the option to purchase company stock via their 401(k) plans.
Wealth Management Chair Samantha Pahlow, CTFA, AWMA, presents the firm’s quarterly Wealth Management Insights titled, “The Role of Insurance in Wealth Planning.” In the video, she explains the role of insurance in wealth planning, highlighting the types and benefits of different kinds of coverage.
We frequently receive questions from clients regarding the sustainability of U.S. government debt. According to the U.S. treasury, the American government has run a budget surplus only four times in the last 50 years, with the most recent being in 2001.
A sense of excitement often marks the 4th of July as millions of Americans celebrate with a day full of festivities, reflection and national pride. This holiday kicks off July with a bang and sets the tone for a month filled with what we all enjoy – fun in the sun! Equities have taken center stage, the “bang” investors sought this year.
Chief Investment Officer George Hosfield, CFA, presents the firm's quarterly Investment Strategy titled, "We’ve Landed."
We present the third quarter 2024 Wealth Management Insights publication titled, “Is Your Insurance Right for You?” featuring articles written by Samantha Pahlow, CTFA, AWMA®, Casia Chappell, CFP®, CPWA®, and Chris Bixby, CFP®, EA.
We present the third quarter 2024 Market Letter publication titled, “We’ve Landed,” featuring articles written by George Hosfield, CFA, Dean Dordevic and Joe Herrle, CFA.
Next month will mark the one-year anniversary of the Federal Reserve’s last interest rate increase. For the last year, there has been much handwringing in the media about a pending recession.
Nvidia has become a daily fixture in tech news, but amid the constant buzz is a remarkable phenomenon with its unprecedented revenue and earnings growth.
It was an action-packed week headlined by Wednesday’s economic “doubleheader.” The Federal Reserve’s June meeting took place the same day as the release of the Consumer Price Index (CPI) inflation report.
On Friday, stock and bond investors wrestled with conflicting conclusions from jobs reports. Two surveys report jobs data: the payroll survey and the household survey. The payroll survey showed a gain of 272,000 new jobs. However, the household survey showed a loss of jobs and an uptick in the unemployment rate to 4.0%.
In our most recent Wealth Management Insights publication, Scott Christianson, CFP®, explained the importance of beneficiary designation in estate planning and the different options to ensure that assets are distributed to the intended heirs.
The summer season is fast approaching, and this typically brings feelings of excitement and relaxation; a time of year that many people spend months looking forward to. However, these positive feelings may not translate to all facets of life.
In our most recent Wealth Management Insights publication, Charissa Anderson, CFP®, CDFA®, explained why it is important to name a successor owner for a 529 account and discussed gift and estate tax implications relating to the account.
The world of investing is welcoming a new generation: Gen Z. A recent study by the FINRA Foundation and the CFA Institute found that a whopping 56% of Gen Z are already invested, with many starting younger than any generation before them. This tech-savvy group is also turning to social media for investment information, making their approach quite different from those of us who entered the market during or after the Great Financial Crisis (GFC).
The debate about the value of a four-year college degree has received renewed attention in light of media reports showing annual total costs exceeding $100,000. Understandably, many families are reconsidering their higher education plans and evaluating other options including two-year degrees, trade schools, or a combination of starting at community college and then transferring after pre-requisites have been completed.
While market participants were keenly focused on fresh inflation data this week, the Dow Jones Industrial Average crossed another milestone, passing 40,000 for the first time. Whenever the stock market reaches a new territory, we always want to revisit what the world was like when our firm was founded in 1975. When Ferguson Wellman opened its doors, the Dow traded at a price of 616.
In our most recent Wealth Management Insights publication, Samantha Pahlow, CTFA, AWMA, provided a primer on considerations when naming minors beneficiaries of retirement and other financial accounts.
With the Federal Reserve taking a ‘higher-for-longer’ approach to interest rates, bond yields are higher than what the market expected at the start of the year.
Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.
