Categories
weekly market makers
Our Friday recap of market activity and economic news view →
news worth noting
Ferguson Wellman and West Bearing Investments in the news and our company announcements view →
resources worth routing
Timely wealth management and institutional services information view →
our investment views
Perspective and recent allocation moves from our investment team view →
Communication
News worth noting
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.
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.
Ferguson Wellman Capital Management, an independent investment firm based in Portland, Oregon, has announced the acquisition of Great Northern Asset Management as of January 1, 2026. The Great Northern office will remain in downtown Vancouver, Washington. This will be Ferguson Wellman’s second office in Washington.
Brett Norris, CFP®, was on KOIN AM Extra's Wallet Wednesday to talk about estate planning.
PORTLAND, Ore.—(Businesswire)—Homeowners in areas around the U.S. continue to face the threat of natural disasters as wildfire, flood, and hurricane seasons converge in late summer and fall months. Beyond immediate safety concerns, the financial aftermath of natural disasters can be devastating.
Josh Frankel, CFP®, was on KOIN AM Extra's Wallet Wednesday to share some tips on how to best teach kids about money.
To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy.
Mary Lago, CFP®, CTFAM was on KOIN AM Extra's Wallet Wednesday to discuss disaster preparedness and preparing your finances.
Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of 529 accounts on the eve of 529 Day.
