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.”
Ferguson Wellman Capital Management was listed 73 out of 100 in the U.S. on Barron’s* annual “2023 Top 100 RIA Firms” list and in The Wall Street Journal.* Ferguson Wellman is the only registered investment advisory (RIA) firm recognized in Oregon.
Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman second in the state on their list of 16 financial planning companies. The listing was compiled based upon assets under management in Oregon.
While it was a relatively quiet week of macroeconomic news, investors are still busy making sense of the inflation and interest rate paradox: that is, inflation stoking recession fears, but also rising rates to combat inflation also stoking recession fears.
The pandemic brought many opportunities for our colleagues to practice one of our core values of “advocate innovation and manage change.” While we adjusted to working from home, we did not stop the hiring process for several of our departments. We asked our newest colleagues to answer three questions about their experience joining the company during quarantine.
“Signs, Signs everywhere there are [help wanted] Signs,” is how the song goes. It’s the first Friday of the month, and that means the monthly payroll report is released by the Bureau of Labor & Statistics.
First quarter earnings season shifted into high gear this week, transitioning from the big banks to blue chip companies ranging from Procter & Gamble and Johnson & Johnson to Intel and AT&T.
As we enter the fourth quarter of 2020, we face significantly different tax policy proposals from our presidential candidates. Developing a comprehensive gift, estate and income tax strategy in concert with your tax and legal advisors, but waiting until after the outcome of the election, may be prudent.
Thursday’s unemployment claims continued to paint a dismal picture in the jobs market, where roughly 2.1 million people filed for initial claims last week, which brings the total over the last two months to roughly 40 million.
“The Bad News Won’t Stop, but Markets Keep Rising,” read the headline of the business section of the NY Times this week. I have received many questions from many clients and friends over the past couple of weeks regarding this notion.
Ferguson Wellman Capital Management was recently named by Financial Advisor to their “2019 RIA Survey and Ranking.” The firm was listed at 47 of 507 companies.
Versus Capital is a partner that we utilize for private real estate and real asset investing on behalf of clients.
Stocks and bonds moved in opposite directions as the S&P 500 finished positive on the week despite falling nearly 2 percent between Thursday and Friday. Bonds, on the other hand, declined due to higher interest rates.
For the week the equity markets were lower by more than three percent as investors reacted to the news that President Trump intends to impose a 25 percent tariff on steel imports and a 10 percent tariff on aluminum imports fueling fear of protectionist economic policy.
This week we experienced something we haven’t in some time: a down week. Stocks struggled to a close, down 3.8 percent with no help from blue-chip names. Alphabet (GOOGL) and Apple reports weren’t favored by Wall Street, driving the stocks down 5.2 and 4.3 percent, respectively.
Stocks finished the last week of December relatively flat resulting in a 20+ percent total return for the S&P 500 for 2017. Interest rates were steady with the yield on the 10-year U.S. Treasury ending the year at 2.41 percent, down slightly from a year ago.
Stocks climbed in the U.S., Asia and Europe as the U.S. government averted a shut down and the jobs report reinforced optimism. The U.S. added 228,000 jobs in the month of November, higher than the expected addition of 195,000 jobs, due to an accelerating hiring trend which economists expect to continue into the next year. The S&P 500 hit new highs today, trading above 2,650.
