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Our Investment Views
Emilie Ma
Investment Strategy Video: Inflation's Flame ...

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.

Investment Strategy Video: Inflation's Flame Flickers
Our Investment Views
Guest User
Investment Strategy Video: Stalemate

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.

Investment Strategy Video: Stalemate
Our Investment Views
Guest User
Third Quarter 2022 Investment Strategy Video: ...

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.”

Third Quarter 2022 Investment Strategy Video: Balancing Act
Annual Report
Mary Faulkner
2021 Annual Report

2021 Annual Report

2021 Annual Report
Wealth Management
Guest User
First Quarter 2022 Wealth Management Insights ...

Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”

First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money

mary lago

Preparing for Fire Season and Other Potential Risks

Preparing for Fire Season and Other Potential Risks

What are the chances that two employees at Ferguson Wellman have parents who lost their homes in wildfires?

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Wealth Management Insights Fourth Quarter 2024

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Wealth Management Insights Fourth Quarter 2024

We present our fourth quarter 2024 issue of Wealth Management Insights titled “Creating a Family Legacy of Giving” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, offers guidance on how to establish a family vision around charitable giving. Mary Lago, CFP®, CTFA®, provides insights into tax-efficient investing, retirement account strategies and charitable giving. Nate Putnam, CFP®, provides further considerations for the changing philanthropic landscape.

Lago and Pahlow Promoted to New Leadership Roles

Lago and Pahlow Promoted to New Leadership Roles

Mary Lago and Samantha Pahlow promoted to new roles in wealth management for our firm.

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Wealth Management Insights Forum: Impactful Planning through Life's Phases

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Wealth Management Insights Forum: Impactful Planning through Life's Phases

We present the recording of the “Wealth Management Insights Forum: Impactful Planning through Life’s Phases.”

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2023 Mid-Year Update Video

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2023 Mid-Year Update Video

In spring 2023, members of our team have hosted events throughout the Pacific and Inland Northwest. Following our “tour,” we created a video of our presentation for clients who missed an event or don’t reside in the Northwest.