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 tax landscape for individuals has shifted once again with the passage of OBBBA. While
the legislation includes enhanced deductions and targeted tax relief, it also introduces several new income-based limitations that subtly yet significantly reshape tax efficiency.
The tax act, adopted on July 4 of this year, extended or made permanent many personal income tax provisions and included significant changes for optimizing charitable giving strategies. The key changes to charitable income tax deductions for individuals that become effective in 2026 are highlighted below but must be considered in the broader context of other tax opportunities.
As we enter the final stretch of the year, it’s a great time to set aside a few hours to review your financial picture and position yourself for a confident start to the new year.
For the first time in nine months, the Federal Reserve approved a quarter-point interest rate cut on Wednesday, bringing the Fed funds target range between 4.0 and 4.25%. The rate cut was widely expected, resulting in minimal market reaction after the announcement—unsurprising, given the strong rally in stocks and bonds leading up to this week.
Josh Frankel, CFP®, was on KOIN AM Extra's Wallet Wednesday to share some tips on how to best teach kids about money.
Mary Lago, CFP®, CTFAM was on KOIN AM Extra's Wallet Wednesday to discuss disaster preparedness and preparing your finances.
Congress recently approved, and the President signed, new legislation affecting taxes, spending cuts and other policy changes that are particularly relevant to financial planning.
For many people, serving on a nonprofit board is a rewarding experience. It’s a chance to lend expertise, guide strategy and contribute meaningfully to a cause they believe in.
Summer is in full swing, and many will observe the 4th of July this weekend with family, friends and traditions. For those planning to celebrate, I hope the holiday weekend is filled with pleasant weather and unforgettable memories with the people who matter most. However, for many, the week isn’t over yet.
What are the chances that two employees at Ferguson Wellman have parents who lost their homes in wildfires?
Retirement represents the achievement of financial stability and being able to choose whether or not to work, a goal many of us share.
Retirement is a milestone most people spend decades planning for, ensuring they have a strong financial foundation to support their ideal retirement lifestyle.
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.
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins CNBC’s Closing Bell to discuss our firm's "high-net-worth playbook."
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.
We present the third quarter 2024 Market Letter publication titled, “We’ve Landed,” featuring articles written by George Hosfield, CFA, Dean Dordevic and Joe Herrle, CFA.
In our most recent Wealth Management Insights publication, Samantha Pahlow, CTFA, AWMA, provided a primer on considerations when naming minors beneficiaries of retirement and other financial accounts.
The first three weeks of the second quarter have been tough for both equity and bond investors. After a great start to the year, there hasn't been any place for investors to hide in April. The chart below highlights that the three major equity classes, as well as bonds, have all posted negative returns, with Small Caps now down close to 4% for the year.
