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Our Investment Views
Emilie Ma
Investment Strategy Video: Inflation's Flame ...

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.

Investment Strategy Video: Inflation's Flame Flickers
Our Investment Views
Guest User
Investment Strategy Video: Stalemate

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.

Investment Strategy Video: Stalemate
Our Investment Views
Guest User
Third Quarter 2022 Investment Strategy Video: ...

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.”

Third Quarter 2022 Investment Strategy Video: Balancing Act
Annual Report
Mary Faulkner
2021 Annual Report

2021 Annual Report

2021 Annual Report
Wealth Management
Guest User
First Quarter 2022 Wealth Management Insights ...

Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”

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

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

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

During the decade I spent in San Francisco, I had the pleasure of working with a great economist and investor from 2015 to 2019. Those years proved formative for my investing career, and I learned much from my time there. Recently, I have been reminded of an adage of his. After a short period of strong performance, he would exclaim, “We had a good year this month!”, meaning the portfolio returned what we considered a good year's worth of returns in a fraction of the time. Given the robust performance of the stock market over the last several months, I have been reminded of this saying more than a few times.  

The End of an Era

The End of an Era

Would you have believed us if we had told you on January 1 that the S&P 500 would be up nearly 10% year-to-date after last year’s 25% jump?

What Goes Up, Must Come Down ... Eventually

What Goes Up, Must Come Down ... Eventually

This week investors shrugged off hotter-than-expected inflation data, one of the most important data inputs for the Fed in deciding its next policy moves. The impact of the Fed aggressively raising rates over the past year has brought inflation down from a whopping 9% in June 2022 to 3% by the end of 2023. The Fed’s ultimate target is 2%. Much like updating a computer, the last bit sometimes takes the longest.

Things to Know Around Tax Time

Things to Know Around Tax Time

As April 15 draws closer, individuals across the country are filing their tax returns, some of whom are anxiously awaiting the results.

S is for Shrinkflation

S is for Shrinkflation

Over the last month, the term Shrinkflation has become more popular in the media. The term was broached by President Biden during a Super Bowl interview earlier this year, but has been gaining traction more recently (see chart below on Google search trends) due to a proposed bill in Congress, as well as Sesame Street’s Cookie Monster complaining on X (formerly Twitter). 

2023 Annual Report

2023 Annual Report

2023 Annual Report

Productivity = Prosperity

Productivity = Prosperity

By March, our feelings of excitement for a new year have generally worn off and we have settled into our winter routines. The hope of an early spring and longer days are normally what carries us through the season, but this year, more excitement is brewing.

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.

Do Trees Grow to the Sky?

Do Trees Grow to the Sky?

The most prominent news for the markets this week came from semiconductor company Nvidia, as they announced their most recent earnings. Nvidia is at the tip of the spear for the excitement surrounding artificial intelligence investing. The company’s dominant market share in the chips used to train artificial intelligence models and build out artificial intelligence infrastructure has driven exorbitant growth for the company in the last couple of years.

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Investment Outlook 2024 Video: Sticking the Landing

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Investment Outlook 2024 Video: Sticking the Landing

Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.

The Last Mile

The Last Mile

Over the last two months, our investment team has been privileged to meet with many of our clients and professional partners as we’ve delivered our annual Investment Outlook presentation.

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.

Disclosures

Double Your Savings With a Spousal IRA

Double Your Savings With a Spousal IRA

Maximizing retirement savings is an important goal for many couples. While there are a variety of tax-advantaged accounts that allow individuals to save for retirement, most are only available to those with earned income during the year.

”Is It Over Now?”

”Is It Over Now?”

Over the last several weeks, company layoffs have been in the headlines, specifically in the technology sector.

2024 Key Numbers Related to Wealth Planning

2024 Key Numbers Related to Wealth Planning

As we move into the new year, we want to provide you with the latest 2024 Annual Limits Guide from the College for Financial Planning® . This guide contains many of the important financial and tax planning numbers that may apply to you in the year ahead. Staying up-to-date and proactive with these figures can help you maximize your financial opportunities and make informed decisions throughout the year. 

Just More of It

Just More of It

It was an action-packed week in the capital markets headlined by the Federal Reserve’s first meeting of 2024. The central bank decided to leave their benchmark interest rate unchanged at a 23-year high – a level at which it has been since July of last year.

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

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

Lago and Pahlow Promoted to New Leadership Roles

Mary Lago and Samantha Pahlow promoted to new roles in wealth management for our firm.

Unexpected Bounce: U.S. GDP Defies Gravity

Unexpected Bounce: U.S. GDP Defies Gravity

Remember "2023: The Year of the Hard Landing"? That was the dreary refrain echoing through late 2022, with recession fears dominating headlines and investment strategies. Fast forward to today, and the picture couldn't be more different.

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2024 Investment Outlook Webinar Video: Sticking the Landing

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2024 Investment Outlook Webinar Video: Sticking the Landing

Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.