To Coin a Phrase

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. fergusonwellman.com/blog/2026/4/10…

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. fergusonwellman.com/blog/2026/4/2/…

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. bendchamber.org/news/things-to…

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: fergusonwellman.com/blog/2026/3/31…

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. fergusonwellman.com/blog/2026/03/2…

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. fergusonwellman.com/blog/2026/3/20…

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. fergusonwellman.com/blog/2026/3/18…

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. fergusonwellman.com/blog/2026/3/13…

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. fergusonwellman.com/blog/2026/2/27…

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. fergusonwellman.com/blog/2026/2/20…

Despite being a small percentage of overall criminal activity, deed theft is on the rise. Our colleague, Casia Chappell, CFP®, CPWA®, reviews important tips to help reduce the risk of deed theft and how to protect yourself. fergusonwellman.com/blog/2026/2/18…

Our colleague, Peter Jones, CFA, talks about stronger jobs data, cooling inflation, a case for diversification and more, in today’s Weekly Market Makers. fergusonwellman.com/blog/2026/02/1…

Despite uncertainty, the markets are indicating we’re in a period of recalibration rather than panic. Our colleague, Blaine Dickason, discusses the recent JOLTS report, software stock selloffs and what the data is telling us. fergusonwellman.com/blog/2026/2/6/…

This week, the president announced his choice for Federal Reserve Chair. Our colleague, Jade Thomason, discusses what this means for the Fed and the economy in today’s Weekly Market Makers. fergusonwellman.com/blog/2026/1/30…

Housing affordability continues to be a topic of conversation, both for homebuyers and for the administration. Our colleague, Alex Harding, CFA, looks at recent policy announcements in today's Weekly Market Makers. fergusonwellman.com/blog/2026/1/23…

Our managing director, Steve Holwerda, CFA, explains in this recent WealthManagement.com interview what the keys to our firm's success have been in recent years. wealthmanagement.com/ria-news/-10b-…

A new year means new contribution limits. Our colleague, Daniel Whitaker, CFP®, reviews key retirement and tax updates for 2026 that are worth paying attention to. fergusonwellman.com/blog/2026/01/2…

Robots were all the rage at last week’s Consumer Electronic Show (CES). Our colleague, Krystal Daibes Higgins, CFA, discusses the future of technology and what that means for investors in today’s Weekly Market Makers. fergusonwellman.com/blog/2026/01/1…