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.
Tyler Conroy, CFP®, writes about the IRS waiving required minimum distributions in 2024 and shares a resource for individuals for whom this may apply.
