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
News and Views from Ferguson Wellman and West Bearing Investments
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.
Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here