This quarter, we have been advising clients to focus on the fundamentals and to “turn down the volume” on the noise surrounding tariffs. To read about what’s been happening in the markets and what we’re doing with portfolios, read today’s Weekly Market Makers by Brad Houle, CFA. Click the link in the comments to read more.
Ferguson Wellman and West Bearing
投资管理
Portland，OR 3,317 位关注者
Investment Excellence, Lifelong Relationships
关于我们
Ferguson Wellman is celebrating 50 years of growth, stability and service. We are an employee-owned, registered investment adviser helping clients reach their long-term goals through customized portfolio management and wealth planning strategies. Minimum investments apply. Click here to sign up to receive Ferguson Wellman's blog via email: https://eepurl.com/vt63z
- 网站
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https://www.fergusonwellman.com
Ferguson Wellman and West Bearing 的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Portland，OR
- 类型
- 私人持股
- 创立
- 1975
- 领域
- Wealth Management for individuals and families、Investment Advisor、Money Management for institutions (Taft-Hartley plans, foundations, corporations)和Investment Management
地点
Ferguson Wellman and West Bearing 员工
动态
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Last week, we shared our 2024 annual report with clients. The report theme is "Well-Matched" and includes eight stories about how we align our strategies and solutions with clients' needs and goals. The data and content reinforce our firm's values, culture and business philosophy, which has been foundational since our inception 50 years ago.?See link to report in the comments below.
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Thank you, University of Oregon Lundquist College of Business, for highlighting our colleague, Krystal Daibes Higgins, CFA.
As vice president of equity research at Ferguson Wellman and West Bearing , Krystal Daibes Higgins, MBA ’10, brings a dynamic approach to market analysis shaped by her MBA from the University of Oregon. Her focus is on the technology sector, where she delivers fundamental, bottom-up research that powers the firm’s investment decisions on behalf of more than 1,026 clients and portfolios of more than $8.9 billion. Prior to Ferguson Wellman, she served in various analyst roles for Mazama Capital Management in Portland and as a portfolio specialist and communications analyst for Sands Capital Management in Washington, D.C. As a member of the college's Forty under 40 Advisory Board, Daibes Higgins is also giving back, connecting with students and sharing insights on pursuing a successful career in finance. Want to get involved like Krystal? Reach out to our industry and alumni engagement team (https://uobiz.co/engage24) or join Lundquist Connect (https://lnkd.in/gUajQBv9), our networking and mentoring platform.
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Tariffs have been all the rage in this week’s news cycle, with President Trump following through on his promise of enacting tariffs on Canada and Mexico this Tuesday. Our colleague, Joe Herrle, CFA, CAIA, discusses market reaction, the potential impact of these tariffs and why it’s important to remain calm in today’s Weekly Market Makers.?Click the link in the comments to read more.
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This week, Ferguson Wellman welcomed Samantha Hathhorn, MBA, (pictured center) to our Octavia Group team. Samantha will be working with our private family office as an associate advisor. Prior to joining us, she worked as an administrative director for a family winery and in various roles at OHSU. Samantha holds an MBA from George Fox, a project management certification from Portland State and an undergraduate degree in healthcare administration from Oregon State. The culmination of her experiences will serve our family office well and give us capacity to welcome new clients.
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Explore the latest insights on the debt ceiling and its impact on the economy in our new blog post by Blaine Dickason. Click the link in the comments to read more.
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The Columbian's economic forecast always gives a good perspective. Economist Matthew Gardner provided recent data about Washington and Oregon - we were fortunate to have a good follow-up discussion with him after the event. Link to the forecast in the comments below.
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Mary Lago, CFP?, CTFA, joined Brad Smith, host of "Wealth" on Yahoo! Finance.?They discussed?strategies to mitigate risk during the "great wealth transfer" occurring in the coming years from the silent and baby boomer generations to Generation X and millennials. The interview is listed in the comments below.?#wealthplanning #greatwealthtransfer #retirement
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Our colleague, Jade Thomason, reviews the Federal Open Market Committee minutes, housing data and more, in today’s Weekly Market Makers. Click the link in the comments to read more.
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This month, our colleagues Josh Frankel, CFP?, and Mary Lago, CFP?, CTFA, reflected on something they share in common — they both have had family members lose their homes in California wildfires. A video recording of their experiences is featured in our monthly wealth management blog, which also focuses on important lessons on disaster preparedness and resources to help with planning. Use the link in the comments to watch the video and read the blog.
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