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.”
When a company needs a big loan to buy a competitor or fund a major project, they traditionally go to big banks or sell bonds on the public market. Private credit funds changed this process, allowing for more streamlined borrowing. Private credit funds act as the bank, lending money directly to companies in bespoke deals.
On Wednesday, Congress failed to reach an agreement to fund the government, resulting in the first shutdown since 2018. While news headlines are filled with political drama, the financial markets have told a different story.
We’re caught in a strange economic limbo with the U.S. employment market. Large-scale layoffs and a climb in the unemployment rate that signals a recession has not materialized; but the robust hiring that signals a healthy economy has vanished. The result is a labor market completely stuck in neutral, and the official numbers we’ve relied on for decades are looking shakier than ever.
Over the course of the third quarter, the focus among investors, economists and the Fed itself shifted from tariff policy to jobs. We’ve arrived at a dynamic in the labor market that can best be described as a “stalemate.” Both hiring and firing rates sit at low levels. Businesses, uncertain about the future, are holding onto the employees they have, while simultaneously hesitating to bring on new staff. Top of mind is whether the frozen labor market will thaw through a resumption of hiring or whether we are in the early stages of an eventual rise in the rate of unemployment.
Josh Frankel, CFP®, was on KOIN AM Extra's Wallet Wednesday to share some tips on how to best teach kids about money.
Each year, central bankers, finance ministers and academics gather in Jackson Hole, Wyoming, for an economic policy symposium (or boondoggle, whichever you prefer).
To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy.
Mary Lago, CFP®, CTFAM was on KOIN AM Extra's Wallet Wednesday to discuss disaster preparedness and preparing your finances.
The mood among American consumers, by many accounts, is grim. This sense of uncertainty and anxiety has been pervasive in 2025.
With the S&P 500 tumbling 18% in April from its February high, and subsequently rallying back to an all-time high, the second quarter was a wild rollercoaster for investors.
Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of 529 accounts on the eve of 529 Day.
Spring is in the air and it's also a good time to do a yearly review of your financial goals, and freshen up your financial acumen. Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of financial literacy too.
It can be stressful to watch your investments go up and down as markets fluctuate in response to economic policy changes. KPTV's Spencer Schacht sat down with our colleague Jason Norris, CFA recently to discuss investors' concerns - and how to stay the course.
After a quick start that saw the S&P 500 jump 5% in the first three weeks of the year, markets abruptly reversed course and gave it all back and then some, with the blue-chip index posting a 4.3% loss for the quarter.
To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy.
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins CNBC’s Closing Bell to discuss our firm's "high-net-worth playbook."
After months of debate, President Biden chose to take the bipartisan route nominating Jerome Powell to serve a second four-year term as Federal Reserve Chairman.
Samantha Pahlow, CTFA, AWMA, was on KOIN AM Extra's Wallet Wednesday to discuss how to have a better relationship with your money in 2025.
