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Market Resilience: Don’t Stop Believin’
by Timothy D. Carkin, CAIA, CMT Senior Vice President The resilience of the equity markets has been quite impressive. At the time of the February lows, pessimism was rampant. Faith in the Chinese...
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Takin’ Care of Business and Working Overtime
by Marc Fovinci, CFA Principal Today, the Bureau of Labor Statistics published its monthly employment statistics. Especially with the presidential election in full swing, the state of the jobs market...
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High Hopes and Low Expectations
by Ralph Cole, CFA Executive Vice President of Research Someone once told me that the secret to a happy life is low expectations. While a melancholy motto, it aptly captures the mood of the current...
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Julie Cooling Speaks with Mark Kralj on Forbes’ RIA Channel
Julie Cooling from Forbes’ RIA Channel, meets with Mark Kralj, principal and portfolio manager. They discuss Ferguson Wellman’s investment platform and strategy as well as why we work with individual...
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Irresistible Force
by Jason Norris, CFA Executive Vice President of Research When we met with clients in January of this year we highlighted our thesis that while 2015’s equity returns were anemic and there were...
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Cole Quoted in The Oregonian
by Luke Hammill Big Out-of-Town Money Buys Up Portland Rentals Judith and Cliff Allen have owned the modest Marcus Apartments in Portland’s Irvington neighborhood since 1979. They personally know their...
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Another Tricky Week
by Ralph Cole, CFA Executive Vice President of Research Releasing minutes from their most recent meeting indicating that a June rate hike was still very much on the table, the Federal Reserve threw a...
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Michael Garcia Hired as Chief Technology Officer
PORTLAND, Ore. – May 16, 2016 – Ferguson Wellman is pleased to announce that Michael Garcia has joined the firm as chief technology officer. He is responsible for strategic planning and implementation...
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“Brexit” Angst
by Brad Houle, CFA Executive Vice President While interest rates barely moved this week, a positive mood settled in over global stock markets. This S&P 500 was up over 2 percent, and international...
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Show Me the Numbers
by Deidra Krys-Rusoff Senior Vice President The S&P 500, Dow Jones Industrial Average and NASDAQ ended the week nearly flat from last Friday, despite a volatile trading day today. The financial...
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When Yellen Speaks, the World Listens
by Timothy D. Carkin, CAIA, CMT Senior Vice President Stocks finished the week off by only 0.80 percent, recovering some of the losses suffered Thursday after the Fed voted to keep interest rates...
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Market Letter: Second Quarter 2016
We are pleased to present our second quarter 2016 edition of Market Letter, “Discomfort Is the New Normal.” To view the publication online, please click here.
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Ferguson Wellman’s 40-Year Report
We are pleased to present our firm’s 40-Year Report. In addition to sharing some milestones Ferguson Wellman and West Bearing Investments reached in 2015, we have collected facts, history and imagery...
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Financial Times Names Ferguson Wellman to Top 300 RIA List
Financial Times Names Ferguson Wellman Capital Management to Top 300 Registered Investment Advisers List PORTLAND, Ore. – July 18, 2016 – Ferguson Wellman Capital Management was recently named by...
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Let the Games Begin
by Jason Norris, CFA Executive Vice President of Research With the opening ceremonies of the Rio Olympics set to begin tonight and on the heels of a strong number in the month of July in which the...
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No Respect for this Bull Market
by Brad Houle, CFA Executive Vice President The stock market was up for the week with the S&P 500 returning .20 percent. During the week, the S&P 500 climbed to an all-time high on Thursday....
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Leaded or Unleaded?
by Deidra Krys-Rusoff Senior Vice President Market Response to the Fed Financial markets were volatile this week, influenced by mixed messages from the Federal Reserve. The Fed minutes released on...
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Seasons of Change
by Shawn Narancich, CFA Executive Vice President of Research Too Quiet for Comfort After an unusually long spell of low volatility, stocks and bonds sold off in tandem to end a week that was...
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Ralph Cole Quoted in Bloomberg
Originally appeared on Bloomberg.com on September 28, 2016 Stumpf’s Pay Cut Eclipsed by Fury as Yellen, State Join In Wells Fargo & Co. Chief Executive Officer John Stumpf gave up $41 million to...
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The Contagion of Scary Clowns
by Brad Houle, CFA Executive Vice President Mixed economic data led to weaker stock markets around the world this week. U.S. equities were down around less than 1 percent, while international...
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