Our Friday recap of market activity and economic news view →
Ferguson Wellman and West Bearing Investments in the news and our company announcements view →
Timely wealth management and institutional services information view →
Perspective and recent allocation moves from our investment team view →
PORTLAND, Ore.—(Businesswire)—Ferguson Wellman Capital Management, a 50-year-old investment firm with broad employee ownership, is presenting its 2026 Outlook to clients through a 13-city tour in Western states.
Brett Norris, CFP®, was on KOIN AM Extra to talk about tax changes to keep in mind before filing.
Rising oil prices, driven by the war in Iran, have reintroduced a familiar dynamic into financial markets. While the sharp increase in gas prices may be the most visible impact for most Americans, additional adjustments across currencies and interest rates have also been notable. The signal from oil has been clear, but the downstream effects remain much less so.
Tax season often sends people searching through old emails, letters and statements to find documents for their tax professionals. Amid this administrative clutter, many look for ways to simplify their charitable reporting. For those who are philanthropically inclined, a donor-advised fund (DAF) can simplify both the giving process and the associated tax paperwork.
Prior to the escalation of conflict in Iran, market attention was firmly focused on inflation, highlighted by two report releases this week: January’s Personal Consumption Expenditures (PCE) and February’s Consumer Price Index (CPI).
Mark Twain allegedly coined the phrase, “History doesn’t repeat itself, but it often rhymes.” No doubt, the Middle East military escalation this past week rhymed with our history in the region. Previous conflicts of this nature have added volatility to markets without a long-term U.S. economic impact. However, since these events have an impact on the price of oil, assessing the impact in the short-term and long-term is key for our economic and portfolio outlook. Such moments validate our ongoing belief in a broad, diversified portfolio for clients.
The video we shared at the beginning of our 2026 Outlook events took 26,297,280 minutes of history and streamlined it to around 3.5 minutes. We hope you enjoy this commemorative video as much as we did creating it.
Overshadowed by the ongoing selloff in perceived AI-disrupted industries, the legal landscape of U.S. trade policy changed significantly last Friday. In a 6-3 decision, the Supreme Court ruled that the administration cannot use the International Emergency Economic Powers Act (IEEPA) to unilaterally impose tariffs.
Over the last several weeks, pressure on software stocks has intensified as investors grapple with what some have dramatically labeled a coming “SaaSPocalypse.”
