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 passage of the SECURE Act in 2019 and SECURE 2.0 Act in 2022 ushered in sweeping changes for taxpayers regarding retirement account distributions. These changes, including a significant modification to how certain designated beneficiaries must distribute inherited retirement accounts, are crucial for anyone possessing or inheriting a retirement account to understand.
As part of the modernization of the federal government and with a goal of improving efficiency and reducing fraud, the president signed an executive order on March 25 to phase out the use of paper checks by the U.S. government.
Umbrella insurance is one of the most commonly misunderstood and overlooked types of insurance coverage available. This form of liability coverage sits on top of your existing auto, homeowners or watercraft policies and is designed as an additional layer of protection from large claims that exceed your standard policy limits.
In this quarter’s Wealth Management Insights video, "Navigating the Retirement Shift," Samantha Pahlow, CTFA, AWMA®, discusses the multifaceted journey of retirement and highlights the need for thoughtful preparation to ensure a fulfilling retirement.
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.
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.
Estate tax has been a highly debated topic in Congress for years. With the passing of the Tax Cuts and Jobs Act in 2017, and the ongoing discussions on extending certain provisions, estate tax is again on the short list for debate.
In an ever-changing world, one thing remains constant: life’s unpredictability. As such, it is never too early to begin establishing your estate plan.
Estate planning is critical for protecting your wealth and ensuring your wishes are followed during your life and beyond. This quarter's Wealth Management Insights video explores key components of an effective estate plan and how to incorporate flexibility when needed.
The Roth IRA has earned its popularity with retirement savers—and for good reason. Funded with after-tax dollars, it offers the rare advantage of tax-free withdrawals in retirement, provided you’re at least 59½ and have held the account for five years.
According to the latest report by Cerulli & Associates, $124 trillion is expected to change hands by 2048. Just under 15% is expected to be given to charity and the remaining balance will go to heirs.
When it comes to saving for college, 529 accounts are a popular choice. These tax-advantaged savings plans are designed to help families set aside funds for future education expenses. You can choose from various investment options and enjoy tax-free growth and withdrawals for qualified education costs.
In an era of evolving tax laws and shifting estate planning strategies, flexibility has become an important consideration in wealth planning.
This article was originally published in 2020. As the author, I chose to focus on the Camp Fire in northern California as a case study for fire safety and financial preparedness during disasters. My colleague, Mary Lago, CFP®, CTFA, grew up in Paradise, California, and tragically her mom lost her home in the fire.
There are two SECURE Acts, both of which were designed to enhance retirement savings and provide more flexibility for savers by updating and introducing new retirement planning rules.
