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.”
As we grow older, many of us will need to decide where to live next when our current home becomes too difficult to manage, and assistance is required. Deciding when and where to move can feel daunting, as can the various financial arrangements available to pay for the move.
Selling a business is one of the most significant decisions an entrepreneur can make. Aside from being a meaningful financial transaction, it is also a life transition that impacts your legacy, family, employees and future.
Two joyful milestones—marriage and the arrival of a child—bring celebration, change and financial complexity. These transitions also create important opportunities to strengthen your financial foundation and ensure that the plans you have in place evolve to support the people you love.
Every year, we get questions about how to reduce taxes by moving out of state. Taxes in Oregon have been some of the highest in the country for many years, and Washington is quickly following suit.
As the pace of life can slow down in the fall and winter seasons, so can we find ourselves noticing the finer details that surround us. These seasons invite reflection and intentionality, making them an ideal time to turn our attention to year-end financial planning.
In this quarter’s Wealth Management Insights video, "Wrapping Up 2025," Samantha Pahlow, CTFA, AWMA®, discusses strategy and timing for charitable giving and which items to review ahead of year-end.
As the year draws to a close, it's an opportune time to review your financial situation and ensure you meet year-end deadlines to maximize your financial benefits. Completing these year-end financial tasks can help you save on taxes, secure your retirement and prepare you for the year ahead.
The tax landscape for individuals has shifted once again with the passage of OBBBA. While
the legislation includes enhanced deductions and targeted tax relief, it also introduces several new income-based limitations that subtly yet significantly reshape tax efficiency.
The tax act, adopted on July 4 of this year, extended or made permanent many personal income tax provisions and included significant changes for optimizing charitable giving strategies. The key changes to charitable income tax deductions for individuals that become effective in 2026 are highlighted below but must be considered in the broader context of other tax opportunities.
As we enter the final stretch of the year, it’s a great time to set aside a few hours to review your financial picture and position yourself for a confident start to the new year.
The passage of the SECURE Act in 2019 and SECURE 2.0 Act in 2022 ushered in sweeping changes for taxpayers regarding retirement account distributions. These changes, including a significant modification to how certain designated beneficiaries must distribute inherited retirement accounts, are crucial for anyone possessing or inheriting a retirement account to understand.
As part of the modernization of the federal government and with a goal of improving efficiency and reducing fraud, the president signed an executive order on March 25 to phase out the use of paper checks by the U.S. government.
Umbrella insurance is one of the most commonly misunderstood and overlooked types of insurance coverage available. This form of liability coverage sits on top of your existing auto, homeowners or watercraft policies and is designed as an additional layer of protection from large claims that exceed your standard policy limits.
In this quarter’s Wealth Management Insights video, "Navigating the Retirement Shift," Samantha Pahlow, CTFA, AWMA®, discusses the multifaceted journey of retirement and highlights the need for thoughtful preparation to ensure a fulfilling retirement.
Congress recently approved, and the President signed, new legislation affecting taxes, spending cuts and other policy changes that are particularly relevant to financial planning.
For many people, serving on a nonprofit board is a rewarding experience. It’s a chance to lend expertise, guide strategy and contribute meaningfully to a cause they believe in.
What are the chances that two employees at Ferguson Wellman have parents who lost their homes in wildfires?
