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Annual ReportResources Worth RoutingWeekly Market MakersNews Worth NotingInstitutional StrategiesCommunityOur Investment ViewsWealth Management Insights

A Succinct History of Ferguson Wellman's 50 Years

Videos and Webinars

Hand writing on notepad with a laptop and coffee on the table

Growth and Expansion: Ferguson Wellman’s Journey in Washington

Articles

2025 Annual Report

Annual Reports and Publications

A Succinct History of Ferguson Wellman's 50 Years

Videos and Webinars

Hand writing on notepad with a laptop and coffee on the table

Growth and Expansion: Ferguson Wellman’s Journey in Washington

Articles

2025 Annual Report

Annual Reports and Publications

Articles

American Ledger: A 250-Year Financial Perspective

By Ferguson Wellman

Announcements

Ferguson Wellman Marks America’s 250th with “American Ledger"

By Ferguson Wellman

Articles

Q2 in Review: Chips on the Table

By Peter Jones, CFA

Annual Reports and Publications

Outlook and Insights Third Quarter 2026

By Ferguson Wellman

Articles

AI to the Rescue

By George Hosfield, CFA

Articles

Redefining Active and Passive Management for Institutional Boards

By Jason Norris, CFA

Articles

The Price of Intelligence

By Alex Harding, CFA

Articles

No Shortage of News

By Jake Gradwohl

Articles

Kid Capital — Investing for Future Generations

By Nate Putnam, CFP®

Videos and Webinars

Second Quarter 2026 Wealth Management Insights Video

By Samantha Pahlow, CTFA

Articles

The AI Economy

By Jason Norris, CFA

Articles

Private Credit: Separating Noise from Reality

By Brad Houle, CFA

Articles

New Views, Same Challenges

By Blaine Dickason

Videos and Webinars

Casia Chappell on KOIN AM Extra

By Casia Chappell, CFP®

Articles

Is the Bond Market Misreading Inflation?

By Brad Houle, CFA

Articles

529 Plans in 2026: More Flexibility With State Tax

By Brett Norris, CFP®

Articles

Norris Interviewed on Boise Public Radio

By Jason Norris, CFA

Articles

Party Like It's 1999

By Jason Norris, CFA

Articles

The Magnificent CapEx: AI Infrastructure Spending and Who Actually Benefits

By Joe Herrle, CFA, CAIA

Videos and Webinars

Second Quarter 2026 Wealth Management Insights Video

By Mary Lago, CFP®

Articles

And Down the Stretch They Come

By Jason Norris, CFA

Videos and Webinars

Investment Strategy Video Second Quarter 2026

By George Hosfield, CFA

Articles

Silicon Surging

By Peter Jones, CFA

Articles

Fifty Years of Change, One Constant: Investing Through Innovation

By Krystal Daibes Higgins, CFA

Articles

Washington State Tax Changes

By Chris Bixby, CFP®

Videos and Webinars

Jason Norris on KOIN AM Extra

By Jason Norris, CFA

Articles

Inflation Jumps in March, But the Underlying Story Hasn’t Changed

By Brad Houle, CFA

Articles

What Lies Beneath

By Jade Thomason

Articles

Diversification is More Than a Numbers Game

By Krystal Daibes Higgins, CFA

Articles

Growth and Expansion: Ferguson Wellman’s Journey in Washington

By Ralph Cole, CFA

Articles

Assessing the Shocks

By George Hosfield, CFA

Articles

The Cost of Perfection

By Krystal Daibes Higgins, CFA

Articles

Practical Estate Planning for Real Families

By Samantha Pahlow, CTFA

Articles

Impediments and Benefits of a Current Estate Plan

By Mary Lago, CFP®

Articles

Trustworthy Trustees and Punctilious Personal Representatives

By Steven Bell

Announcements

Portland Office Relocation FAQ

By Ferguson Welllman

Articles

The Tortoise and The Hare

By Jake Gradwohl

Announcements

Supporting Schools and Nonprofits as They Deliver Financial Education

By Ferguson Wellman

Videos and Webinars

Brett Norris on KOIN AM Extra

By Brett Norris, CFP®

Articles

Crude Signals

By Blaine Dickason

Articles

Simplify Tax Season with a Donor-Advised Fund

By Reilly Blood, CFP®

Articles

The Only Constant in Life is Change

By Jade Thomason

Articles

It Often Rhymes

By Jason Norris, CFA

Videos and Webinars

A Succinct History of Ferguson Wellman's 50 Years

By Ferguson Welllman

Annual Reports and Publications

2025 Annual Report

By Ferguson Welllman

Articles

Moving Past Peak Tariffs

By Alex Harding, CFA

Articles

SaaSination or Selective Opportunity?

By Krystal Daibes Higgins, CFA

Articles

Deed Theft: Why It's Rising and How to Protect Yourself

By Casia Chappell, CFP®

Articles

A Good Reminder to Diversify

By Peter Jones, CFA

Articles

Jobs on Hold, Software Sold

By Blaine Dickason

Videos and Webinars

2026 Investment Outlook Webinar Video: Mission: Impossible

By Ferguson Wellman

Announcements

Ferguson Wellman Capital Management 2026 Outlook Themes

By Ferguson Wellman

Articles

Rates on Hold, Leadership in Focus

By Jade Thomason

Articles

The Housing Math Problem

By Alex Harding, CFA

Articles

New Year, New Savings Contribution Limits: What to Know for 2026

By Dan Whitaker, CFP®

Articles

The Robots Have Landed

By Krystal Daibes Higgins, CFA

Articles

Three in a Row — Is 2026 the Market’s Fourth Encore?

By Joe Herrle, CFA, CAIA

Announcements

Ferguson Wellman Acquires Vancouver-Based Great Northern Asset Management

By Ferguson Wellman

Articles

Why Unhappy Consumers Keep Spending

By Brad Houle, CFA

Articles

The Federal Reserve at a Crossroads

By Blaine Dickason

Articles

Things to Know Before You Sell Your Business

By Mary Lago, CFP®

Articles

From “I Do” to Baby Steps: Financial Planning for New Chapters

By Samantha Pahlow, CTFA

Articles

Informed Decision Making for Senior Living

By Scott Christianson, CFP®

Articles

How We Work to Keep You and Your Data Safe

By David Quisenberry, GCIH

Annual Reports and Publications

2026 Wealth Planning Guide

By Ferguson Wellman

Articles

Mission: Impossible

By George Hosfield, CFA

Articles

Closing the Book on 2025

By Jake Gradwohl

Articles

Fringe Finance: Stablecoins

By Joe Herrle, CFA, CAIA

Articles

Changing Tax Domicile: Tips and Pitfalls

By Chris Bixby, CFP®

Articles

‘Tis the Season for Holiday Spending

By Jade Thomason

Articles

What the Fed Controls — and What the Market Decides

By Brad Houle, CFA

Articles

The Fed at a Crossroads

By Blaine Dickason

Articles

Reversal

By Jason Norris, CFA

Articles

Unfolding Medicare’s Income-Related Adjustment Amount (IRMAA) Surcharges

By Reilly Blood, CFP®

Articles

Data Drama

By Jake Gradwohl

Articles

Navigating in a Data-Blind Economy

By Alex Harding, CFA

Articles

Cash Incinerations vs. Cloud Comebacks

By Peter Jones, CFA

Articles

Disrupt or Be Disrupted

By Krystal Daibes Higgins, CFA

Articles

Examining the Risks in Private Credit

By Brad Houle, CFA

Articles

Making the Most of Your Finances Before Year End

By Charissa Anderson, CFP®, CDFA®

Articles

Thresholds

By Jason Norris, CFA

Articles

Shutdowns and Smokescreens

By Peter Jones, CFA

Articles

Stuck in Neutral: Why the U.S. Job Market Is So Confusing Right Now

By Brad Houle, CFA

Articles

Stalemate

By Peter Jones, CFA

Articles

The Bubble Talk is Back, But This Story Has Further to Run

By Joe Herrle, CFA, CAIA

Articles

Balance of Risks

By Jade Thomason

Articles

Changes to Charitable Giving Under the One Big Beautiful Bill Act

By Brett Norris, CFP®

Articles

Puzzle Pieces

By Alex Harding, CFA

Articles

IRS Continues to Move Toward Phasing Out Paper Checks

By Ferguson Wellman

Articles

Jobs, Jobs, Jobs

By Blaine Dickason

Videos and Webinars

Josh Frankel on KOIN Wallet Wednesday

By Josh Frankel, CFP®

Articles

Fed Independence Under the Microscope: What It Means for Bond Investors

By Brad Houle, CFA

Announcements

Ferguson Wellman remaining in downtown Portland, moving headquarters to Fox Tower in 2026

By Ferguson Wellman

Articles

Eyes On The Tetons

By Peter Jones, CFA

Articles

Umbrella Insurance: Common Mistakes

By Casia Chappell, CFP®

Articles

From AI to CPI

By Krystal Daibes Higgins, CFA

Articles

Changes

By Jason Norris, CFA

Articles

All You Can Eat: Data Deluge Edition

By Joe Herrle, CFA, CAIA

Videos and Webinars

Third Quarter 2025 Wealth Management Insights Video

By Samantha Pahlow, CTFA

Articles

Steady Drip

By Jake Gradwohl

Articles

Important Tax Update: New Legislation Signed into Law

By Samantha Pahlow, CTFA

Articles

Warning Shots

By Alex Harding, CFA

Articles

Serve with Confidence: Fortifying Your Personal Protections on a Nonprofit Board

By Samantha Pahlow, CTFA

Articles

Goldilocks Yields

By Blaine Dickason

Videos and Webinars

Investment Strategy Video Third Quarter 2025

By George Hosfield, CFA

Annual Reports and Publications

Outlook and Insights Third Quarter 2025

By Ferguson Wellman

Articles

Actions Over Words

By George Hosfield, CFA

Articles

Navigating the Retirement Shift

By Samantha Pahlow, CTFA

Articles

Preparing for Fire Season and Other Potential Risks

By Mary Lago, CFP®

Articles

Red, White and Blue Labor Market? Hardly.

By Jade Thomason

Articles

A Long, Evolving History with Institutional Clients

By Jason Norris, CFA

Articles

Unpacking America's Debt: Who Really Holds the Bag?

By Brad Houle, CFA

Articles

Retail Therapy

By Peter Jones, CFA

Articles

Estate Tax Considerations

By Nate Putnam, CFP®

Articles

Inflation Data Defies Predictions

By Joe Herrle, CFA, CAIA

Articles

All Eyes on Employment

By Jake Gradwohl

Articles

May Flowers

By Alex Harding, CFA

Videos and Webinars

Samantha Pahlow on KOIN Wallet Wednesday

By Samantha Pahlow, CTFA

Articles

Big, Beautiful Bond Yields

By Jason Norris, CFA

Articles

Securing Your Legacy

By Ferguson Wellman

Articles

Data vs. Drama: The Real Economic Story

By Joe Herrle, CFA, CAIA

Articles

Muni Moment: Why Yields Are Attractive Now

By Brad Houle, CFA

Articles

A Break From Tariff Talk

By Peter Jones, CFA

Articles

Independence Day

By Blaine Dickason

Articles

Short Week, Big Moves

By Jade Thomason

Articles

Understanding the Backdoor and Mega Backdoor Roth IRA

By Tyler Conroy, CFP®, CPWA®

Articles

Return of the Vigilantes

By Jason Norris, CFA

Articles

Shock and Awe

By Alex Harding, CFA

Articles

Pick Your Poison

By Peter Jones, CFA

Articles

Global Gains, U.S. Pains

By Joe Herrle, CFA, CAIA

Articles

Saving For College

By Scott Christianson, CFP®

Articles

Tariffs and Volatility: Turn Down the Volume

By Brad Houle, CFA

Articles

The Tariff Tantrum

By Joe Herrle, CFA, CAIA

Annual Reports and Publications

2024 Annual Report

By Ferguson Welllman

Articles

Déjà Vu and the Debt Ceiling

By Blaine Dickason

Articles

Wrapping Up

By Jade Thomason

Articles

Falling Snow, Rising Inflation

By Jake Gradwohl

Articles

Tariff Tantrum

By Jason Norris, CFA

Articles

Hold Your Fire

By Krystal Daibes Higgins, CFA

Articles

Signal or Noise

By Alex Harding, CFA

Articles

Real Estate Investing: The Good, The Bad and The Office Space

By Joe Herrle, CFA, CAIA

Articles

Understanding The Secure 2.0 Act: Key Changes for 2025

By Dan Whitaker, CFP®

Articles

New Year, Same Fluctuating Economy

By Brad Houle, CFA

Articles

Trees Don't Grow To The Sky

By Jason Norris, CFA

Annual Reports and Publications

2025 Financial Planning Guide

By Ferguson Wellman

Articles

Remember Tomorrow

By Jason Norris, CFA

Articles

Reason or Excuse?

By Peter Jones, CFA

Articles

Working with Your Team of Financial Professionals

By Chris Bixby, CFP®

Articles

Trimming the Fat: Uncle Sam's New Diet Plan

By Joe Herrle, CFA, CAIA

Videos and Webinars

Proper Structuring of an Irrevocable Life Insurance Trust (ILIT)

By Casia Chappell, CFP®

Articles

Turning the Page

By Blaine Dickason

Articles

Glass Half Full for the Holidays

By Jake Gradwohl

Articles

The Battle for Retail

By Alex Harding, CFA

Articles

Optimizing Your Finances at Year End

By Charissa Anderson, CFP®, CDFA®

Articles

The Hidden Strain Behind Economic Data

By Krystal Daibes Higgins, CFA

Articles

The Election and Interest Rates

By Blaine Dickason

Articles

Trick or Treat

By Alex Harding, CFA

Articles

High Hurdle

By Krystal Daibes Higgins, CFA

Announcements

Ferguson Wellman and West Bearing Recognized at 2024 Corporate Philanthropy Awards

By Ferguson Wellman

Articles

Setting the Stage

By Jake Gradwohl

Annual Reports and Publications

Wealth Management Insights Fourth Quarter 2024

By Ferguson Wellman

Articles

The Importance of Per Stirpes and Per Capita Elections

By Brett Norris, CFP®

Articles

Two Years Later

By Jason Norris, CFA

Articles

A Market Moving Week: Both at Home and Abroad

By Peter Jones, CFA

Annual Reports and Publications

Market Letter Fourth Quarter 2024

By Ferguson Wellman

Videos and Webinars

Investment Strategy Video Fourth Quarter 2024

By George Hosfield, CFA

Articles

Home Sweet Home Economics: Decoding the Fed's Impact on Housing

By Joe Herrle, CFA, CAIA

Articles

Big Week for the Number 50

By Peter Jones, CFA

Articles

Considering a Move? What To Know About Changing Domicile

By Samantha Pahlow, CTFA

Articles

Time to Pivot

By Alex Harding, CFA

Articles

Jobs > Inflation

By Blaine Dickason

Articles

Labor (To)day

By Brad Houle, CFA

Articles

Too Big for Texas

By Krystal Daibes Higgins, CFA

Articles

Business Owners & The Changing Buy-Sell Agreement Landscape

By Nate Putnam, CFP®

Articles

What to Expect When You're Expecting (a Rate Cut)

By Joe Herrle, CFA, CAIA

Articles

Win Sahm, Lose Sahm

By Jason Norris, CFA

Articles

The Devil (and Dove) Are in the Details

By Jake Gradwohl

Articles

Faster Growth, Slower Inflation

By Peter Jones, CFA

Articles

IRS Publishes Clarification on SECURE Acts

By Brett Norris, CFP®

Articles

Rotation

By Alex Harding, CFA

Articles

Discovering the Hidden Gem of Your Portfolio: Net Unrealized Appreciation

By Tyler Conroy, CFP®, CPWA®

Videos and Webinars

Wealth Management Insights Video Third Quarter 2024

By Samantha Pahlow, CTFA

Articles

Fiscal Irresponsibility

By Brad Houle, CFA

Articles

Tale of the 10-Year Treasury

By Jade Thomason

Videos and Webinars

Investment Strategy Video Third Quarter 2024

By George Hosfield, CFA

Annual Reports and Publications

Wealth Management Insights Third Quarter 2024

By Ferguson Wellman

Annual Reports and Publications

Market Letter Third Quarter 2024

By Ferguson Wellman

Articles

Steady As She Goes

By Blaine Dickason

Articles

Nvidia Briefly Takes the Crown

By Krystal Daibes Higgins, CFA

Articles

Hawks vs. Stocks

By Alex Harding, CFA

Articles

A Loosening Jobs Market

By Jason Norris, CFA

Articles

Vibecession

By Jade Thomason

Articles

Talkin' 'Bout My Generation

By Joe Herrle, CFA, CAIA

Articles

Higher Education: Which Path Is Right for You?

By Casia Chappell, CFP®

Articles

Patience Pays

By Peter Jones, CFA

Articles

Putting the ‘Income’ Back in Fixed Income

By Blaine Dickason

Videos and Webinars

Second Quarter 2024 Wealth Management Insights Video: Planning for an Alternate Scenario

By Scott Christianson, CFP®

Videos and Webinars

Second Quarter 2024 Wealth Management Insights Video: Planning for Our Children's Future

By Samantha Pahlow, CTFA

Articles

Mega-Cap Earnings in Focus

By Krystal Daibes Higgins, CFA

Articles

Why Does Everything Feel So Expensive?

By Joe Herrle, CFA, CAIA

Articles

2024 Required Minimum Distributions for IRA Beneficiaries Waived Again by IRS

By Tyler Conroy, CFP®, CPWA®

Articles

Two Steps Forward, One Step Back

By Jason Norris, CFA

Videos and Webinars

Brad Houle on KOIN Wallet Wednesday

By Brad Houle, CFA

Articles

Is 3% the New 2%?

By Jade Thomason

Videos and Webinars

Second Quarter 2024 Investment Strategy Video

By Brad Houle, CFA

Articles

Helping the Next Generation with Buying a Home

By Scott Christianson, CFP®

Annual Reports and Publications

Market Letter Second Quarter 2024

By Ferguson Wellman

Annual Reports and Publications

Wealth Management Insights Second Quarter 2024

By Ferguson Wellman

Articles

Commercial is not 2008 Residential

By Brad Houle, CFA

Articles

A Good Year In a Few Months: The U.S. Stock Market's Remarkable Rally

By Joe Herrle, CFA, CAIA

Articles

The End of an Era

By Alex Harding, CFA

Articles

What Goes Up, Must Come Down ... Eventually

By Krystal Daibes Higgins, CFA

Articles

Things to Know Around Tax Time

By Brett Norris, CFP®

Articles

S is for Shrinkflation

By Jason Norris, CFA

Articles

Productivity = Prosperity

By Jade Thomason

Annual Reports and Publications

2023 Annual Report

By Ferguson Welllman

Announcements

Ferguson Wellman Shareholders Elect Frankel and Norris to the Board

By Ferguson Wellman

Articles

Do Trees Grow to the Sky?

By Peter Jones, CFA

Videos and Webinars

Investment Outlook 2024 Video

By Ferguson Wellman

Articles

The Last Mile

By Blaine Dickason

Articles

Norris Interviewed by KXL Radio

By Jason Norris, CFA

Articles

Double Your Savings With a Spousal IRA

By Charissa Anderson, CFP®, CDFA®

Articles

"Is It Over Now?"

By Jason Norris, CFA

Articles

2024 Key Numbers Related to Wealth Planning

By Ferguson Wellman

Announcements

Oregon Business Magazine Names Ferguson Wellman Number One on Financial Planners Powerlist

By Ferguson Wellman

Articles

Just More of It

By Alex Harding, CFA

Announcements

Lago and Pahlow Promoted to New Leadership Roles

By Ferguson Wellman

Articles

Unexpected Bounce: U.S. GDP Defies Gravity

By Joe Herrle, CFA, CAIA

Videos and Webinars

2024 Investment Outlook Webinar Video

By Ferguson Wellman

Articles

Do I Need to Sell My Investment?

By Chris Bixby, CFP®

Articles

Strong Start

By Jade Thomason

Annual Reports and Publications

Wealth Management Insights First Quarter 2024

By Ferguson Wellman

Annual Reports and Publications

2024 Outlook Publication

By Ferguson Wellman

Articles

What's Next for Interest Rates?

By Blaine Dickason

Articles

Not Too Hot, Not Too Cold

By Krystal Daibes Higgins, CFA

Annual Reports and Publications

2022 Annual Report

By Ferguson Wellman

Articles

The Correction Deepens

By Ferguson Wellman

Articles

Capital Markets Update: Is This as Bad as It Gets?

By Ferguson Wellman

Articles

529 Plan Update: A Material Change in Planning

By Mary Lago, CFP®

Articles

Tug of War

By Ferguson Wellman

Articles

Fear and Greed

By Ralph Cole, CFA

Articles

Mixed Reviews

By Peter Jones, CFA

Articles

Patience Pays Off

By Krystal Daibes Higgins, CFA

Articles

When It Rains It Pours

By Joe Herrle, CFA, CAIA

Articles

Important Considerations for Uniform Transfer to Minors and Uniform Gift to Minors Accounts

By Samantha Pahlow, CTFA

Articles

Back to Work

By Jason Norris, CFA

Articles

What Really Matters

By Ferguson Wellman

Videos and Webinars

Second Quarter 2022 Investment Strategy Update - Kryptonite

By George Hosfield, CFA

Articles

The Fed Hike Begins

By Alex Harding, CFA

Articles

Proposed Changes for IRA Beneficiaries Under the SECURE Act

By Scott Christianson, CFP®

Articles

We Have Liftoff

By Joe Herrle, CFA, CAIA

Articles

Under Pressure

By Ferguson Wellman

Articles

U.S. Economy Continues to Power Through

By Ralph Cole, CFA

Annual Reports and Publications

2021 Annual Report

By Ferguson Welllman

Articles

Navigating a Geopolitical Crisis

By Peter Jones, CFA

Articles

Basic Tax Considerations When Selling Real Estate

By Charissa Anderson, CFP®, CDFA®

Articles

Market Turbulence: Remain Focused on Long-Term Fundamentals

By Krystal Daibes Higgins, CFA

Articles

Gaining Altitude: Alternatives Fly Above the Radar

By Joe Herrle, CFA, CAIA

Articles

Considerations for Strategic Tax and Wealth Planning in 2022

By Ferguson Wellman

Articles

Raising Rates for the Right Reason

By Ralph Cole, CFA

Articles

Return to Ordinary

By Brad Houle, CFA

Articles

The Fed is Raising Rates...Now What?

By Blaine Dickason

Articles

Preparing to Sell a Business

By Ferguson Wellman

Articles

Under the Hood (of Capital Markets)

By Alex Harding, CFA

Articles

Santa Claus is Leaving Town

By Ferguson Wellman

Videos and Webinars

2022 Investment Outlook: Extraordinary to Ordinary

By Ferguson Wellman

Videos and Webinars

First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money

By Mary Lago, CFP®

Annual Reports and Publications

2020 Annual Report

By Ferguson Welllman

Articles

Two Steps Forward and One Step Back

By Peter Jones, CFA

Articles

Markets Abhor Uncertainty

By Tim D. Carkin, CAIA, CMT

Articles

COVID Economy

By Brad Houle, CFA

Videos and Webinars

Wealth Management Insights: Ready, Set, Wait ...

By Samantha Pahlow, CTFA

Articles

Humans Being

By Jason Norris, CFA

Videos and Webinars

Q4 2020 Mid-Quarter Investment Strategy Update

By Ferguson Wellman

Articles

Yield On, Yield Off

By Blaine Dickason

Videos and Webinars

Fourth Quarter 2020 Wealth Mangement Insights Video: Ready, Set, Wait

By Mary Lago, CFP®

Videos and Webinars

Sector Spotlight: Technology

By Jason Norris, CFA

Articles

Making Sense of the (Un)Employment Picture

By Ralph Cole, CFA

Articles

Should Low Interest Rates Alter When to Claim Social Security?

By Scott Christianson, CFP®

Articles

Mary Lago Quoted in Forbes on the Topic of Giving with Impact

By Mary Lago, CFP®

Videos and Webinars

The Future of ESG Webinar Recording

By Peter Jones, CFA

Articles

Seasons of Change

By Shawn Narancich, CFA

Videos and Webinars

Mary Lago on KOIN's Wallet Wednesday

By Mary Lago, CFP®

Annual Reports and Publications

Market Letter Fourth Quarter 2020

By Ferguson Wellman

Annual Reports and Publications

Wealth Management Insights Fourth Quarter 2020

By Ferguson Wellman

Articles

September Effect

By Timothy D. Carkin, CAIA, CMT

Articles

Ferguson Wellman Named to Top RIAs List by Barron's

By Ferguson Wellman

Videos and Webinars

Mary Lago Discusses Economic Impact of Wildfires

By Mary Lago, CFP®

Articles

Get Medicare Savvy

By Charissa Anderson, CFP®, CDFA®

Articles

At Home and Online

By Peter Jones, CFA

Articles

Camaraderie and Cleanup in Downtown Portland

By Ferguson Wellman

Articles

Unscripted Inflation?

By Brad Houle, CFA

Articles

Applying the Principles of Planning to Emergency Situations

By Mary Lago, CFP®

Articles

Jobs, Jobs, Jobs 2020

By Blaine Dickason

Videos and Webinars

Lifelong Excellence Speaker Series Webinar Recording: Coach Rich Brooks

By Steve Holwerda, CFA

Articles

TINA and the Death of the Phillips Curve

By Jason Norris, CFA

Videos and Webinars

Mid-Quarter Investment Strategy Update Webinar

By George Hosfield, CFA

Articles

Communicating Your Values Through Legacy Planning

By Mary Lago, CFP®

Articles

103 Days

By Shawn Narancich, CFA

Videos and Webinars

Wealth Management Webinar Recording: Planning for the Known and Unknown

By Mary Lago, CFP®

Articles

A Slow Healing Process

By Ralph Cole, CFA

Articles

Better, but a Long Way to Go

By Peter Jones, CFA

Articles

Preparing for Fire and Other Risks

By Josh Frankel, CFP®

Articles

Fed Meets, Big Stocks Beats

By Timothy D. Carkin, CAIA, CMT

Articles

Commercial Real Estate’s Perfect Storm

By Brad Houle, CFA

Videos and Webinars

Investment Strategy Webinar Recording: Start Me Up

By George Hosfield, CFA

Articles

Two Steps Forward, One Step Back 2020

By Jason Norris, CFA

Videos and Webinars

Third Quarter 2020 Wealth Management Strategy: Planning for the Known and Unknown

By Mary Lago, CFP®

Articles

Credit the Recovery

By Blaine Dickason

Videos and Webinars

Third Quarter 2020 Investment Strategy Video: Start Me Up

By George Hosfield, CFA

Annual Reports and Publications

Market Letter Third Quarter 2020: Start Me Up

By George Hosfield, CFA

Articles

The Global Economy is Healing

By Ralph Cole, CFA

Articles

Update: Required Minimum Distributions Are Waived for 2020

By Mary Lago, CFP®

Articles

A Shifting Narrative

By Shawn Narancich, CFA

Videos and Webinars

Wealth Management Webinar Recording: Strategies for Now and Later

By Mary Lago, CFP®

Articles

Resolving the Dichotomy

By Peter Jones, CFA

Videos and Webinars

George Hosfield Appears on Medford's KDRV

By George Hosfield, CFA

Articles

Stubbed Toe

By Timothy D. Carkin, CAIA, CMT

Videos and Webinars

Investment Strategy Webinar Recording: Post-COVID Sector Outlook

By Ferguson Wellman

Articles

A Message from Ferguson Wellman and West Bearing

By Ferguson Wellman

Articles

The Great Disconnect

By Brad Houle, CFA

Articles

Down In A Hole

By Jason Norris, CFA

Articles

We Need a Reason to Celebrate … How About National 529 Day?

By Josh Frankel, CFP®

Articles

Baby Steps

By Blaine Dickason

Articles

Simple, Powerful Steps to Take Before Your Estate Planning Meeting

By Mary Lago, CFP®

Videos and Webinars

Webinar Video: Q3 Mid-Quarter Strategy Update

By George Hosfield, CFA

Articles

Opening for Business

By Shawn Narancich, CFA

Articles

A Lost Decade

By Peter Jones, CFA

Articles

"The Bad News Won't Stop but the Markets Keep Rising"

By Ralph Cole, CFA

Articles

The Return of $1 Gas?

By Brad Houle, CFA

Articles

A New Outlook On Earth Day

By Peter Jones, CFA

Articles

Chart-side Chats

By Timothy D. Carkin

Articles

What a Long, Strange Trip It's Been

By Jason Norris, CFA

Articles

From Bad to Better

By Shawn Narancich, CFA

Articles

Jason Norris Interviewed on Boise State Public Radio

By Jason Norris, CFA

Articles

2020 Q2 Market Letter: Gimme Shelter

By George Hosfield, CFA

Articles

Roth IRA Conversion Considerations

By Josh Frankel, CFP®

Articles

Important 2020 Tax Season Reminders

By Samantha Pahlow, CTFA

Videos and Webinars

Wealth Management Strategies for Now and Later

By Mary Lago, CFP®

Videos and Webinars

Second Quarter 2020 Investment Strategy Video: Gimme Shelter

By George Hosfield, CFA

Articles

Unprecedented ... By All Measures

By Peter Jones, CFA

Articles

High Anxiety

By George Hosfield, CFA

Articles

FTC Scam Bingo: Helping Your Technology Stay Healthy

By Michael Garcia

Articles

Planning for Healthcare in Retirement

By Charissa Anderson, CFP®, CDFA®

Articles

March Sadness

By Shawn Narancich, CFA

Articles

Deferred Federal Tax Payments and Tax Filings Announced

By Mary Lago, CFP®

Articles

Where To From Here?

By Ralph Cole, CFA

Articles

Ralph Cole Interviewed on KPTV

By Ralph Cole, CFA

Articles

Cole and Lago Quoted in Portland Tribune

By Joseph Gallivan - Portland Tribune

Articles

White Knuckles

By Jason Norris, CFA

Annual Reports and Publications

2019 Annual Report

By Ferguson Wellman

Articles

Fear Is Only as Deep as the Mind Allows

By Timothy D. Carkin, CAIA, CMT

Articles

Cross Currents

By Shawn Narancich, CFA

Articles

Hit by Cupid’s Arrow but Not Tying the Knot? Tips for Unmarried Cohabiting Couples

By Samantha Pahlow, CTFA

Articles

The (U.S.) Consumer Keeps Coming Up Roses

By Blaine Dickason

Articles

(No) Beast of Burden

By Shawn Narancich, CFA

Articles

Too Much to Overcome in the Near Term

By Ralph Cole, CFA

Articles

Christianson, Harding and Havnaer Receive Promotions

By Ferguson Wellman

Articles

Below the Tip of the Iceberg

By Peter Jones, CFA

Articles

Does Size Matter?

By Timothy D. Carkin, CAIA, CMT

Articles

Back To The Basics

By Brad Houle, CFA

Articles

Investment Outlook Video Q1 2020: Age Is Just A Number

By George Hosfield, CFA

Articles

Ten Years After

By Jason Norris, CFA

Annual Reports and Publications

2018 Annual Report

By Ferguson Welllman

Annual Reports and Publications

2017 Annual Report

By Ferguson Wellman

Annual Reports and Publications

2016 Annual Report

By Ferguson Wellman

Annual Reports and Publications

2015 Annual Report

By Ferguson Wellman

Annual Reports and Publications

2014 Annual Report

By Ferguson Wellman

Annual Reports and Publications

2013 Annual Report

By Ferguson Wellman

Annual Reports and Publications

2012 Annual Report

By Ferguson Wellman

Annual Reports and Publications

2011 Annual Report

By Ferguson Wellman

Annual Reports and Publications

2010 Annual Report

By Ferguson Wellman

Annual Reports and Publications

2009 Annual Report

By Ferguson Wellman

Ferguson Wellman

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