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.”
The Roth IRA has earned its popularity with retirement savers—and for good reason. Funded with after-tax dollars, it offers the rare advantage of tax-free withdrawals in retirement, provided you’re at least 59½ and have held the account for five years.
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.
Tyler Conroy, CFP®, writes about the IRS waiving required minimum distributions in 2024 and shares a resource for individuals for whom this may apply.
Taxes … just the word alone increases blood pressure and elicits a fight-or-flight response. As such, most people outsource their tax preparation. Whether you manage your taxes or outsource the task, there is still a good amount of work we are all responsible for.
In the second quarter 2022 Wealth Management Insights video, Mary Lago, CFP®, CTFA, discusses the importance of account ownership and beneficiary designations when planning wealth transitions.
Second quarter 2022 issue of Wealth Management Insights publication titled, “Understanding the Impact of Ownership and Beneficiary Designations.”
Wealth Management Insights Third Quarter 2021: Protecting Your Assets and the Evolving Retirement Rulebook
