After spending the last 36 years in Pioneer Tower, this week, we moved into our new Portland office location just two blocks away in Fox Tower. This comes with significantly different views, and while the view out our window has changed, the economic landscape and investing environment we work in took scant notice of our change of address.

Casia Chappell, CFP®, CPWA®, was on KOIN AM Extra to talk about 529 Day.

Bond markets have sold off sharply in recent weeks as investors react to rising oil prices, renewed inflation concerns and growing global fiscal pressures. The U.S. 30-year Treasury yield recently moved above 5.1%, reaching levels not seen in more than two decades and reigniting concerns about the impact of higher rates on both stocks and bonds.

For many families, 529 plans have had a simple role: saving for college in a tax-advantaged account. The One Big Beautiful Bill Act (OBBBA), signed on July 4, 2025, expands that role at the federal level by broadening how 529 assets may be used for K-12 education and certain post-secondary credentialing programs.

Jason Norris, CFA, was interviewed on Boise Public Radio about the U.S. economy and recent market activity.

Over the last seven weeks, the historic upward trajectory of semiconductor stock prices has given some investors flashbacks to the “bubble peak” of 2000. While these comparisons make dramatic news headlines, they largely neglect the backdrop that fueled the events of nearly 30 years ago.

The numbers coming out of the first quarter earnings season were, by any historical standard, staggering. Amazon, Alphabet, Microsoft and Meta, the four largest cloud and technology platforms, accounted for $650 to $700 billion in capital expenditures (capex) for 2026. That is nearly double what the same group spent in 2025, and larger than the GDP of most countries. The AI infrastructure buildout is no longer a promise; it is a fact inscribed in balance sheets.

In this quarter’s Wealth Management Insights video, "Impediments and Benefits of a Current Estate Plan," Mary Lago, CFP®, CTFA, explains that although people often delay estate planning due to common psychological and practical barriers, creating a thoughtful, up-to-date plan provides significant benefits.

The 152nd Kentucky Derby is being run this Saturday, and earnings reports are coming in like Secretariat in 1973. Roughly 60% of the S&P 500 companies have reported to date and results so far have been strong.

In this quarter’s investment strategy video, "Assessing the Shocks," George Hosfield, CFA, explores how the market has developed in 2026 due to factors such as interest rates and inflation.

Aside from the three-week extension of a brittle ceasefire in the Middle East, the news this week was focused on SpaceX’s pre-IPO filings, Kevin Warsh’s Congressional testimony, and blowout earnings among semiconductor companies.

Fifty years is a long time for a company to stay in business. For those in the technology industry, it’s an eternity. Entire categories have been born, scaled, and rendered obsolete in less than a decade.

Jason Norris, CFA, was on KOIN AM Extra to talk about SB 3 and financial literacy.

The 2026 Washington State Legislative Session was quite active for a short 60-day session. Despite the short session, multiple changes were made regarding the Business & Occupation tax, Sales tax, Estate tax, and Capital Gains tax.

As expected, the March inflation report came in hot. Consumer Price Index (CPI) rose 0.9% month over month and 3.3% year over year - the largest monthly move in nearly four years.

While headlines remain dominated by geopolitical developments and ongoing conflict abroad, a steady stream of economic data continues to provide valuable insight into the U.S. economy’s underlying health.

Even the best estate plan will go sideways without the right fiduciaries ready to step in and manage your affairs when you are no longer able to do so, whether by reason of death or incapacity during lifetime. It can be difficult to make these selections, considering family dynamics, time burden, availability, cost and the skills required. Thoughtful consideration in advance will be a gift to your loved ones when they may be called to enact your wishes.

It is easy to put off creating or updating an estate plan. Afterall, most of us believe we have at least a bit more time before it will be necessary and the excuses are obvious and plentiful. Herein, we will outline common impediments and corresponding benefits of a relevant plan with the intent of encouraging us all to take on the challenge.

When we think of estate planning, we often think of legal documents, trusts and tax strategies. Often, the most challenging aspect of creating a successful plan is the human element: your family’s unique dynamics. The good news is that many common conflicts are predictable and can be reduced with planning and clear communication.

Software stocks have experienced a selloff of over 30% since October 2025, largely driven by uncertainty around the competitive risks of artificial intelligence (AI). While AI will have a significant impact on software companies, the more relevant question for investors is understanding if it is an opportunity or a risk for individual businesses.

In the first quarter, several market-disrupting events took place: the Supreme Court struck down International Emergency Economic Powers Act (IEEPA) tariffs, war began in the Middle East, oil prices rose over 70%, expectations for two Federal Reserve rate cuts evaporated and AI substitution fears triggered a 20% selloff in software stocks, the S&P 500’s second-largest industry. While none of these are positive developments for the capital markets, the fact that the S&P 500 is only down 4% year-to-date suggests the economic fallout may be much less than the current headlines suggest (as of March 31, 2026).

Investors commonly believe that a greater number of holdings automatically increases diversification. After all, many have heard the adage, “Don’t put all your eggs in one basket.” While intuitive, this view confuses the number of securities in a portfolio with actual risk control.

This week, capital markets’ behavior continued its recent adoption of a “Tortoise and the Hare”-style dynamic, with fast-moving geopolitical headlines driving short-term volatility, while underlying economic trends evolve more gradually.

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).