Ferguson Wellman and its division, West Bearing Investments, are a privately owned investment advisory firm serving individuals, families and institutions.
ur colleague, Brad Houle, CFA, discusses why current stresses in private credit appear to reflect a more selective lending environment rather than a broader systemic risk. https://t.co/IbxTVPXMGE
New Federal Reserve Chair Kevin Warsh will be bringing his own views to the Federal Reserve. Our colleague, Blaine Dickason, discusses the challenges he faces, and more in today’s Weekly Market Makers. https://t.co/4vXnsxR8qL
Bond markets are reacting sharply to rising oil prices and inflation concerns, but with long-term inflation expectations still relatively anchored, the question remains: is the bond market overestimating the persistence of today’s pressures? https://t.co/V2139cDJWX
Semiconductors are back in the headlines and it's hard not to think back to the 2000 bubble. Our colleague, Jason Norris, CFA, takes a look at how things are different today from nearly 30 years ago in today's Weekly Market Makers. https://t.co/5mrXwfZbaP
Explore how massive AI infrastructure spending is reshaping markets, cloud growth and investment opportunities in today's Weekly Market Makers blog authored by Joe Herrle, CFA, CAIA. https://t.co/dg9kyPW5j2
Earnings reports are coming in and so far, they’re looking strong. Our colleague, Jason Norris, CFA, discusses these reports, inflated gas prices, and more, in today’s Weekly Market Makers. https://t.co/1dCGm3awnj
In today’s Weekly Market Makers, our colleague, Krystal Daibes Higgins, CFA, recounts the last 50 years of the technology industry, and how innovation and reinvention has changed the investor landscape. https://t.co/tAAfacV1v2
Washington state enacted changes to various taxes, and introduced a new state income tax, also known as the “Millionares’ Tax”. Our colleague, Chris Bixby, CFP®, EA, discusses these changes and more in this month’s wealth management blog. https://t.co/qKBqyIyuqc
One thing is top of mind in the economic news cycle today: the large increase in energy prices reported in today’s March CPI report. Our colleague, Brad Houle, CFA, review the report in today’s Weekly Market Makers. https://t.co/jJSh4inMOD
Amid ongoing geopolitical headlines, what are the fundamentals really saying? Jade Thomason highlights how recent data—from retail sales to labor markets—suggests the U.S. economy remains on solid footing in today's Weekly Market Makers blog. https://t.co/bI3XOkIP4N
We value our relationships with area chambers, including Bend Chamber, who's celebrating 100 years in 2026. Our colleague Mary Lago, CFP®, CTFA, contributed her thoughts to chamber members regarding considerations before selling a business. https://t.co/Pjavlskhf6
More stocks don’t always mean more diversification. Krystal Daibes Higgins, CFA, explores why risk reduction isn’t simply a numbers game. Explore the full commentary at the link: https://t.co/6KGh2l6uSo
Recent news headlines have been the cause of short-term volatility, while overall market trends have been evolving more gradually. Our colleague, Jake Gradwohl, discusses this contrast in today’s Weekly Market Makers. https://t.co/zewcLokksy
In today's Weekly Market Makers, our colleague Blaine Dickason explores how rising oil prices impacts more than just the cost of gas at the pump. https://t.co/q9DUY8JeGT
To simplify tax season, some clients utilize donor-advised funds (DAFs). Our colleague, Reilly L. Blood, CFP®, provides a high-level overview of DAFs and their benefits in today's wealth management blog. https://t.co/UGYIDgYPGl
This month, we welcomed Kellan Akers to Ferguson Wellman. Kellen has been training extensively with our trading team, spending time with other departments and learning about our firm's culture—from our recent 50th anniversary report and a newly discovered annual report from 1993.
At our March 17 quarterly investment offsite, green was the theme for Casia Chappell, CFP®, CPWA®, Samantha Pahlow, CTFA, AWMA, Tara Leigh Kinateder, CEPA® and Jade Thomason, MBA.
Change is inevitable—in life and in markets. In today's Weekly Market Makers, our colleague, Jade Thomason, reviews recent inflation-related reports and how current events are viewed by investors. https://t.co/Q205zXk3Zm
Our colleague, Alex Harding, CFA, discusses how President Trump is pivoting after the Supreme Court ruling, what’s in store for potential refunds and a note on what’s happening in the AI market. https://t.co/dhTrym8Htt
Recent software weakness has sparked big headlines — but sell-offs don’t tell the whole story. Krystal Daibes Higgins, CFA, shares our perspective on what’s noise — and what’s opportunity. https://t.co/Wq6HzKDniM