
Ferguson Wellman
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
As part of our milestone anniversary, Ferguson Wellman is promoting education on investing and personal finance fundamentals. Visit our DollarSense page to utilize our self-paced, microlearning videos and activities.
News and Views from Ferguson Wellman and West Bearing Investments
Something is happening that hasn’t occurred in a very long time – international stocks are outperforming the U.S. markets. This shift marks a significant departure from the long-standing dominance of U.S. equities, which have historically been driven by robust earnings growth and technological innovation.
The current residential real estate market continues to apply pressure on potential home buyers, with many feeling the constraints of high housing prices and relatively high interest rates for mortgages.
This week, we sent this communication to all Ferguson Wellman and West Bearing clients in response to heightened market volatility. We felt that this message was also appropriate to reiterate for our weekly blog.
Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here