Brad Houle, CFA, was on KOIN AM Extra's Wallet Wednesday to discuss mortgage rates.
KXL Radio Interviews with Ferguson Wellman and West Bearing
Our professionals are periodically asked to weigh in on timely topics regarding the economy, capital markets and personal finance. Below you will find our recent interviews with KXL radio hosts.
Ferguson Wellman Shareholders Elect Frankel and Norris to the Board
Josh Frankel, CFP®, and Jason Norris, CFA, were selected at Ferguson Wellman’s recent shareholder meeting to serve on the board of directors.
Norris Interviewed by KXL Radio
Jason Norris, CFA, recently spoke with KXL Radio about the recent increase to the Consumer Price Index.
This one-minute interview can be heard below.
Oregon Business Magazine Names Ferguson Wellman Number One on Financial Planners Powerlist
Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman first in the state on their list of 11 financial planning companies. The listing was compiled based upon assets under management in Oregon.
Lago and Pahlow Promoted to New Leadership Roles
Scott Christianson, CFP®, in Business Matters
Free pizza may have been part of the draw, but Scott Christianson recounts his involvement at Oregon State's Investment Group during his time as an undergraduate as pivotal in shaping his future.
Ferguson Wellman Recognized as a Most Admired Company by Portland Business Journal
Ferguson Wellman Capital Management has been named by Portland Business Journal as a “most admired company” of the year. Of the 26 financial services companies listed, Ferguson Wellman was ranked fourth, moving up five spots from nine in 2022.
InvestmentNews Magazine Names Ferguson Wellman to Top Regional Fee-Only RIAs List
Ferguson Wellman Capital Management has been named by InvestmentNews to its “Top Regional Fee-Only RIAs in the West” list, ranking 11 out of 25 advisers.
Ferguson Wellman and West Bearing Recognized at Corporate Philanthropy Awards
Ferguson Wellman Capital Management and West Bearing Investments have been named by Portland Business Journal as a leader in corporate philanthropy in Oregon and southwest Washington.
Ferguson Wellman 73 on Barron’s Top 100 RIA Firms List for 2023
Ferguson Wellman Capital Management was listed 73 out of 100 in the U.S. on Barron’s* annual “2023 Top 100 RIA Firms” list and in The Wall Street Journal.* Ferguson Wellman is the only registered investment advisory (RIA) firm recognized in Oregon.
CNBC and Financial Advisor Names Ferguson Wellman to 2023 RIA Ranking
Ferguson Wellman and West Bearing were recently named by CNBC and Financial Advisor to their “FA 100: Top-Rated Financial Advisory Firms of 2023” ranking. The firm was listed at 21 of 100 companies.
Daibes Higgins on KOIN Wallet Wednesday
Krystal Daibes Higgins, CFA, was on KOIN AM Extra's Wallet Wednesday to discuss the unemployment rate, high cost of living and the possibility of another rate hike.
Ferguson Wellman Number 5 on Portland Business Journal Largest Money Management Firms List
Oregon Business Magazine Names Ferguson Wellman to Top Financial Planners List
Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman second in the state on their list of 16 financial planning companies. The listing was compiled based upon assets under management in Oregon.
Celebrating 10 Years: West Bearing Investments
Lago on KOIN Wallet Wednesday
Pahlow on KOIN Wallet Wednesday
Puget Sound Business Journal Names Ferguson Wellman to Wealth and Asset Management List
Ferguson Wellman Capital Management and West Bearing Investments were recently named by Puget Sound Business Journal to their Seattle-area Wealth and Asset Management Firms list.
Dickason Interviewed on KGW
The Federal Reserve's quarter-point rate hike fuels more recession speculation. Blaine Dickason, senior vice president, appeared on Sunrise on KGW News on Friday, March 21 and shared our perspective on what the rate increase may mean for you.