Ferguson Wellman Capital Management

AI's trillion-dollar borrowing binge is reshaping the bond market. Our colleague, Brad Houle, CFA, discusses why this borrowing may not be as risky as it seems, and more, in today’s Weekly Market Makers. Click the link in the comments to read.

October 1, 1991, George Hosfield, CFA, started his career at Ferguson Wellman. Fast forward to this week: Following a board meeting, George encountered a ch*****ne toast and tribute to the style he is known for at work, home and other places he loves. Thank you to Mario Bisio, Jr., and our colleague Lori Ferraro for curating the perfect surprise for our sharp-dressed chief investment officer.

Treasury yields moved higher, but equities continued to climb. A number of factors have helped support markets despite higher rates and continued volatility. Read the September 25 Weekly Market Makers blog for more insights from our colleague, Krystal Daibes Higgins, CFA.

Some news worth sharing: once again, Ferguson Wellman Capital Management has been named to Barron's Top 100 RIA Firms list. It's a nice moment to recognize our employees who have shown up for our clients every day for over 50 years. Thank you to everyone who makes this work possible. The firm was listed at 83 of 100 companies. Source: Barron’s (awarded 9/11/26, for time period 7/1/25-6/30/26). Ferguson Wellman did not pay a fee for inclusion in this list.

Full disclosure and methodology: https://www.fergusonwellman.com/awards/.

While the fed funds rate hike made headlines this week, Peter Jones, CFA, poses the question, “Did the bond market already do the work?” in today’s Weekly Market Makers blog. Link to the full article in the comments.

Back to school season is here, and that means more financial literacy for the class of 2027, with Oregon Senate Bill 3 taking effect. Our colleague, Josh Frankel, CFP®, spoke with Emily Burris and Mia Villanueva on KOIN 6's AM Extra today to give parents tips on how they can support good financial literacy at home. Click the link below to watch the full clip.

Bonds have been in the news recently as the U.S. Treasury shifted its policies around the growing national debt. Our colleague, Alex Harding, CFA, explains the "Treasury Twist" in this OpEd featured by the Bend Chamber. Link to read in comments.

In this month’s wealth management blog, our colleague, Scott Christianson, CFP®, highlights a timely article on social security and Medicare, and the impact rising costs may have on retirees. Click the link in the comments to read more.

Yesterday, our colleague Jason Norris, CFA, spoke with Boise State Public Radio today ahead of this week's Federal Reserve meeting. Will stubborn inflation and rising energy prices tilt the Fed in the direction of a rate hike as projected for the first time since 2023? And how will it effect U.S. consumers? Link to listen in comments.

Beautiful September weather is upon us in the Pacific Northwest, but these two are thinking about winter. Our colleague, Sheri Sanders, who works in our Vancouver office, made a dozen blankets and is on target to finish knitting 300 hats for New Avenues for Youth. For 29 years, New Avenues has supported youth experiencing homelessness in downtown Portland and also runs programs to reach young people earlier to stop homelessness before it starts. As a vice chair and long-time board member of New Avenues, Josh Frankel, CFP, gladly collaborated with Sheri to get these blankets and hats in the hands of those who need them.