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.”
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.
There are a myriad of important numbers related to personal financial and tax planning that change every year. To help ensure you are up to date with all and to hopefully simplify your individual financial planning efforts for the year ahead, we are sharing the 2023 Annual Limits Guide from the College for Financial Planning®, which outlines many of the most important numbers that may apply to you.
