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fergusonwellman.com/investment-outlook-takeaways
INVESTMENT LESSONS LEARNED
Lesson 1: Psychology
Turn Down the Volume
Lesson 2: Economy
Don’t bet against the U.S. Consumer
Lesson 3: Capital Markets
History Doesn’t Repeat Itself, but it Rhymes
Lesson 4: Risk Management
More Money Has Been Lost Anticipating Corrections Than the Corrections Themselves
Lesson 5: Asset Allocation
Sometimes the Hardest Thing to Do is Nothing
Wealth Management Key Takeaways
Remember, tax policy is constantly re-written
2.
Stay informed
and flexible
3.
Coordinate with your tax advisor and portfolio manager
Outlook Webinar 2025
Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team. The program originally aired on Tuesday, February 4, 2025.
The publications linked below cover our macro investment strategy and specific asset classes incorporated into client portfolios, as well as strategies for tax efficiency and diversification as part of our wealth planning for clients. As always, we welcome any questions you have that our team can address.
As we celebrate our fiftieth year, we are sharing our client education programs broadly. They consist of 12 self-paced, microlearning videos that cover investing, budgeting and other personal finance topics
2025 Financial Planning Guide
This resource is designed to facilitate conversations regarding taxes, retirement, estate planning and charitable giving with our individual clients and their other professional partners. We also share this information with investment committees and employees associated with our institutional clients as a courtesy for their own personal financial planning.
If you enjoyed the music during our Investment Outlook events, click below for our fiftieth anniversary, gold-inspired playlist.