OCTAVIA GROUP • WEST BEARING • CLIENT LOGIN
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
Liz Swagerty Olsen
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
Liz Swagerty Olsen
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
Liz Swagerty Olsen
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
,

Wealth Management Insights First Quarter 2025

,
Wealth Management Insights First Quarter 2025

We present our first quarter 2025 issue of Wealth Management Insights titled “Tax Planning in an Ever-Changing Environment.” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, discusses strategies for increasing tax efficiency in client portfolios, including tax diversification, tax-efficient investing, and tax-efficient withdrawal strategies. Tyler Conroy, CFP®, CPWA®, provides insights into tax-efficient retirement withdrawals, emphasizing the importance of planning the sequence and timing of withdrawals to manage taxes and extend the longevity of assets. Scott Christianson, CFP®, explains the importance of tax diversification in investment portfolios, detailing various account types and strategies to manage tax risk and provide flexibility for tax-efficient distributions in the future.

Trees Don’t Grow to the Sky

Trees Don’t Grow to the Sky

When my family gathers around the holidays, we enjoy catching up on Jeopardy episodes with our two daughters. As they are both educators, it can be difficult for my wife and me to keep up, but it can also get pretty competitive. In one episode, I had the upper hand as the category was the “Magnificent Seven.” Luckily, this didn’t refer to the movies but to the seven stocks dominating the stock market. In investing circles, the term “Magnificent Seven,” or Mag-7, is well known, and I was surprised it had become recognizable enough to be a Jeopardy category. Unfortunately, while I was the first to “buzz in” and answer correctly in this category, I wasn’t as fortunate the rest of the game.