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.”
Ferguson Wellman Capital Management was named to Barron’s 2022 Top 100 RIA Firms list this week. Ferguson Wellman was listed at 75 out of 100 in the U.S. and was the only advisory firm to be recognized from Oregon.
Our Octavia Group team lead, Kirstin Havnaer, shares insights on Ferguson Wellman’s private family office for clients.
Krystal Daibes Higgins, CFA, appeared on KOIN News Wallet Wednesday on July 27, 2022, and discussed the recent Fed Hike, inflation and gas prices.
Jason Norris, CFA, was interviewed on Boise Public Radio about the Idaho economy and recent market activity.
April is a time of year when many of us reflect on what we can do to incorporate sustainable practices into our lives. This month, our colleague Samantha Pahlow, CFTA, AWMA®, shared insights on two areas: electric vehicles and ESG investing.
The West Bearing team has expanded, with the hiring of their third portfolio manager, Nathan Putnam. West Bearing recently surpassed $500 million assets under management and needed additional capacity to serve more clients.
Ferguson Wellman Capital Management was recently named to Barron’s Top RIA Firms 2021. Barron’s Top 100 RIA Firms 2021 rankings listed Ferguson Wellman at 60 out of 100 in the nation and was the only advisory firm to be recognized from Oregon.
The pandemic brought many opportunities for our colleagues to practice one of our core values of “advocate innovation and manage change.” While we adjusted to working from home, we did not stop the hiring process for several of our departments. We asked our newest colleagues to answer three questions about their experience joining the company during quarantine.
Ferguson Wellman Capital Management and West Bearing Investments were recently named by Portland Business Journal to their Oregon and S.W. Washington Money Management Firms list, ranked at fifth out of 44 companies.
Scott Christianson, CFP®, executive vice president, and his wife, Lauren, were recently featured in Portland Monthly Magazine’s Portland Pages for the Donate Dinner fundraiser on behalf of Meals on Wheels People in collaboration with New Seasons.
Forbes published an article titled, “Insightful Investing: Giving with Impact.” In it, our colleague, Mary Lago, CFP®, CTFA, shares the fulfillment she experiences when guiding clients toward philanthropy that’s aligned with their values.
Our colleague, Mary Lago, CFP, CTFA, appeared on Portland’s KOIN’s Wallet Wednesday and discussed the financial fallout for those affected by wildfires.
Our colleague, Mary Lago, CFP, CTFA, appeared on Medford’s KDRV to discuss the economic impact of wildfires.
Chief Investment Officer, George Hosfield, CFA, appeared on Medford’s KDRV segment, “Money Alert” on June 12, 2020.
