Ferguson Wellman and its division, West Bearing Investments, are a privately owned investment advisory firm serving individuals, families and institutions.
Portland, Oregon
Joined April 2012
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There was no shortage of investment-related news this week, as the markets left investors with whiplash. Joe Herrle, CFA, CAIA, shares the details in today's Weekly Market Makers. fergusonwellman.com/resource…
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Our colleague, Joe Herrle, CFA, discusses the free cash flow numbers behind this week’s selloff, and why capital discipline, not just growth, is becoming the new line separating winners from the rest. fergusonwellman.com/resource…
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Our colleague, Alex Harding, CFA, reviews oil market adaption, investing in AI, and who can turn those investments into lasting returns in today's Weekly Market Makers. fergusonwellman.com/resource…
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Divorce changes more than your living arrangements. Our colleague, Charissa Anderson, CFP®, CDFA®, breaks down the planning moves that matter most before and after a settlement is final, in this month’s wealth management blog. fergusonwellman.com/resource…
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Our colleague, Jake Gradwohl, discusses CPI and PPI surprises, the AI stock selloff, and the flight to safety that followed, in today’s Weekly Market Makers. fergusonwellman.com/resource…
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Peter Jones, CFA, explores why stocks are reaching record highs while rising interest rates weigh on housing affordability, construction activity and the broader economy in today's Weekly Market Makers blog. fergusonwellman.com/resource…
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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. fergusonwellman.com/resource…
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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 Weekly Market Makers blog for more insights. fergusonwellman.com/resource…
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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. fergusonwellman.com/resource…
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Blaine Dickason reflects on the 25th anniversary of 9/11 and how today's economy looks surprisingly similar to 2001 in today's Weekly Market Makers. Photo credit: Photo credit: National September 11 Memorial & Museum fergusonwellman.com/resource…
What could the latest labor market data mean for the Federal Reserve’s next move? Jake Gradwohl examines the signals shaping the monetary policy debate in today's Weekly Market Makers blog.
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In today’s Weekly Market Makers, our colleague, Jade Thomason, looks beyond the headline data to explore what GDP, inflation, AI investment and the latest signals from the Fed are telling investors about the economy. Click the link in the comments to read. fergusonwellman.com/resource…
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The news of Treasury bond buybacks and a rising debt coincided this week, dominating headlines. Alex Harding, CFA, offers insight into what this could mean for the consumer in the most recent Weekly Market Makers. fergusonwellman.com/resource…
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For the better part of three years, the IPO market "window" never really opened. But in 2026, things changed. In today's Weekly Market Makers blog, Joe Herrle, CFA, CAIA, explores how this year is one for the records. fergusonwellman.com/resource…
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Despite persistent skepticism and investor anxiety, the markets rallied and ended at another all-time high today. Our colleague, Blaine Dickason, discusses this contradiction, and more, in today’s Weekly Market Makers. fergusonwellman.com/resource…
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While financial markets often react to individual headlines, the broader economic story is rarely told by a single report. In today's Weekly Market Makers, Jade Thomason shares the economic updates released this week that offer a more complete picture. fergusonwellman.com/resource…
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Brad Houle, CFA, explores how rising oil prices tied to the Iran conflict are affecting interest rates, inflation expectations and financial markets in today's Weekly Market Makers blog. fergusonwellman.com/resource…
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Time is running out for Congress to extend the deadline on Section 48D. Our colleague, Jason Norris, CFA, discusses what the hold up is, “memflation”, and more, in today’s Weekly Market Makers. fergusonwellman.com/resource…
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The latest Weekly Market Makers blog is a second-quarter market review examining the AI-driven semiconductor rally and more written by our colleague, Peter Jones, CFA. fergusonwellman.com/blog/202…
Our colleague, Alex Harding, CFA, explores how AI-driven demand is reshaping technology costs, memory chip pricing and capital investment in today's Weekly Market Makers blog. fergusonwellman.com/blog/202…
