Videos
Head of Fixed Income and Principal Brad Houle, CFA, presents the firm's quarterly Investment Strategy titled, "So Far, So Good." In the video he discusses how the Fed's fight on inflation is faring, our belief that commercial real estate is not similar to residential real estate circa 2008 and investors' expectations for earnings for the remainder of the year.
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.
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.
We present the recording of the “Wealth Management Insights Forum: Impactful Planning through Life’s Phases.”
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.
We present our third quarter 2023 Investment Strategy Update video titled, “Standing Eight Count.”
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.
Annual presentation from Ferguson Wellman investment team discussing the major themes facing capital markets in 2023 and how they will affect client portfolios.
Ferguson Wellman presents its mid-year investment outlook in partnership with the Portland and Puget Sound Business Journals. Originally aired July 13, 2022.
Wealth Management Insights Forum: Managing Wealth through Transitions. May 5, 2022.
Recording of our 2022 Investment Outlook presentation.
Video recording of the webinar hosted on October 13, 2021 titled, “Certain Strategies for Uncertain Times.”
On Thursday, June 10, we hosted a conversation on clothing and the relationship we have with our wardrobes in a post-pandemic world. The discussion was hosted by Kirstin Havnaer of Ferguson Wellman and featured Scarlet Chamberlain, stylist and jewelry designer, Lily Sheehan, associate professor at Oregon State University and Betsy Warren, clothing curator and owner of the Bliss House Museum.
To view a recording of this virtual event, please click on the button below.
Our Wealth Managment Insights Forum recording can be accessed here. Topics covered included financial spring cleaning, potential new tax policies, strategic savings and spending priorities and steps toward establishing a wealth plan.
On November 20, we hosted a post-election discussion with Dan Clifton, head of policy research at Strategas Securities.
On October 20, our firm hosted a mid-quarter Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.