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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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The Circus Is in Town
by Brad Houle, CFA Executive Vice President Our clients regularly ask about the financial impact of elections, especially as Election Day nears. We do know that, on average, the market is up 11 percent...
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I Can’t Drive 55: It’s Road Construction Season
by Deidra Krys-Rusoff Senior Vice President Summer is right around the corner: hot weather, barbeques, road trips … and the sweet smell of hot tar and asphalt. Yes, it’s road construction time. If it...
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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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Brexit Angst
by Brad Houle, CFA Executive Vice President On June 23, voting citizens of the United Kingdom will vote on a referendum to leave or remain in the European Union. This possible departure has been...
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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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How low can we go?
by Jason Norris, CFA Executive Vice President of Research Stocks finished the week roughly flat while flirting with all-time highs intra-week followed by selling off on low volume late in the week....
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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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Keep Calm and Carry On
by Shawn Narancich, CFA Executive Vice President of Research Careful What You Vote For Great Britain threw financial markets a curve ball last night in voting to exit the European Union, with 52...
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Take Your Time, Do It Right
by Ralph Cole, CFA Executive Vice President of Research As we came into the week, markets were continuing to sell off in response to the U.K.’s vote to leave the EU. After falling 1.8 percent on...
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Independence Day
Timothy D. Carkin, CAIA, CMT Senior Vice President U.S. markets took Monday off to celebrate the 240th anniversary of our “Brexit.” Equity markets started the week by selling off while digesting...
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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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When the Metrics Don’t Fit
by Brad Houle, CFA Executive Vice President Investor confidence rallied the S&P 500 this week with the index climbing to all-time highs mid-week and returning more than one percent by the week’s...
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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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A Long-Distance Relationship
by Deidra Krys-Rusoff Senior Vice President Municipal Bonds Attract Foreign Investors U.S. stocks ended the week near record highs with the S&P 500 trading above 2,170 and the Dow above 18,545. A...
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Playing the “Economic Card”
Timothy D. Carkin, CAIA, CMT Senior Vice President The circus of two political party conventions and some big economic news did not sway the markets this week. Domestic equity markets remained...
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