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2022-07-17 06:12:19

About Overview Team History Culture Services Investments Wealth Management Personal Financial Services Institutional Services Resources Annual Reports Blog Webinars Glossary Contact Contact Hours Careers OCTAVIA GROUP • WEST BEARING • CLIENT LOGIN About Overview Team History Culture Services Investments Wealth Management Personal Financial Services Institutional Services Resources Annual Reports Blog Webinars Glossary Contact Contact Hours Careers Ferguson Wellman Investment Excellence Lifelong RelationshipsCustomized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million West Bearing Investments Customized investment and wealth management solutionsfor clients starting at $1,000,000 Meet the Team Working togetherto proactively address your needs and achieve your goals Our New Office Deepening our commitment to clients in the Puget Sound region. Reflections on Our Internship ProgramWatch Video our companywho we are, who we serve, what we doInvestments, Wealth Management and Institutional Services Over the years, many future clients have known exactly what they need. Others simply knew they needed a change. Some had never selected an investment advisor before. Here are some things you should know about us to help you with your decision-making process. Awards, Rankings and Certifications on the blog"TO COIN A PHRASE"News and Views from Ferguson Wellman and West Bearing Investments Go to Blog Featured Jul 15, 2022 Weekly Market Makers Rearview Mirror Jul 15, 2022 Weekly Market Makers Years ago, a market technician compared the markets to a car windshield. In this analogy, an investor is in the driver’s seat looking out for future obstacles or opportunities in the “road” ahead, such as discounting future earnings, economic data or signs of a recession. However, as any good driver knows, the rearview mirror is also in view, giving us a glimpse of what recently passed. Read More → Jul 15, 2022 Weekly Market Makers Jul 8, 2022 Weekly Market Makers Bonds Acting Like Bonds Jul 8, 2022 Weekly Market Makers Today the employment data for the month of June was released and was stronger than analysts’ expectations. Nonfarm payrolls increased 372,000 in the month of June, well above the estimate of 265,000. In addition, average hourly earnings growth moderated on a month-to-month basis, which should help the inflationary pressures in the economy. Read More → Jul 8, 2022 Weekly Market Makers Jul 8, 2022 Wealth Management Third Quarter 2022 Wealth Management Insights Publication: Making the Most of All Your Benefits Jul 8, 2022 Wealth Management Read our third quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Charissa Anderson, CFP®, CDFA®, and Casia Chappell, CFP®, CPWA® share their thoughts on life insurance ownership, social security spousal benefits and long-term care insurance. Read More → Jul 8, 2022 Wealth Management investment principlesAt Ferguson Wellman,we take a disciplined approach to investing.Our Investment Principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here know the Environment identify opportunities manage risk focus on the long term latest publicationsinvestment strategy Video To Coin a Phrase annual Reports To Coin a Phrase wealth management video Featured Back to Top ABOUT Team Culture Company History Regulatory Filings and Disclosures Website Design SERVICES Investments Wealth Management West Bearing Octavia Group Institutional Services Strategies Equities Fixed Income Global Sustainable Investing Alternatives RESOURCES Annual Reports Videos Publications Glossary Webinars Communications To Coin a Phrase Blog Weekly Market Makers Our Investment Views Wealth Management Insights News Worth Noting Resources Worth Routing Contact Hours Locations Careers Main(503) 226-1444Puget Sound(425) 658-0731West Bearing(503)417-1444Toll-Free(800) 327-5765Fax(503) [email protected] Office888 Southwest Fifth Avenue, Suite 1200Portland, Oregon 97204Puget Sound500 108th Avenue NE, Suite 950 Bellevue, Washington 98004Social © 2022 Ferguson Wellman | The information on this website is intended for residents of the United States. This information is not intended to be personalized | Privacy Policy