Becker Capital Management, Inc

Click on the links below and learn more about Melissa May, Brandon Ferree, CFA and Emily Genor, CFP®, MBA, all of whom are on this week's "People on the Move" list at the Portland Business Journal. They are three of the six incredible new team members who have joined Becker Capital. Melissa May, JD https://lnkd.in/gKdnCZ5X Brandon Ferree, CFA https://lnkd.in/g7ZUCaBe Emily Genor, CFP® https://lnkd.in/gXReKVG9

We’re excited to share that Melissa May has joined the Becker Capital team! She will play a pivotal role in enhancing Becker Capital’s wealth and planning services and collaborate with clients and their advisors in pursuit of their legacy planning, philanthropic, family education and similar objectives. Melissa’s arrival marks an exciting new chapter for Becker Capital, reinforcing our position as a leader in wealth management and family office services.   Click https://bizj.us/1qlow1 to read the Portland Business Journal article on Melissa.” 

After reading last month's blog post on return to office, it occurred to me I've had more clients retire since Covid than I've had in my 30-year career as an investment advisor and financial planner. So that got me to thinking, how does one "retire well?" Click the link below for an article by Becker Capital's Sharon Gueck, CFP®, CPWA® and learn more about the pursuit of retirement bliss. https://lnkd.in/gxABN29y

COVID has irrevocably altered work habits, ushering in a new era of flexible work policies that were previously unthinkable. The evolution in how we work has had, and will have, tremendous implications for the real estate market, and in particular, within the Office sector. Click the link below for an article by Becker Capital's Sid Parakh and read more about opportunity amidst challenges in office real estate. https://lnkd.in/gdUzEEAu

Thank you to all those who joined us at the Portland Art Museum for our 2024 Perspectives Event: EVs and The Future of Mobility!   We would also like to thank Daimler Truck North America, ENTEK International, ENTEK Manufacturing LLC and Joseph LaChapelle for all of their help making the evening so much fun and offering their expertise.   We can’t wait for you to see what’s in store for next year’s Perspectives event! In the meantime, please enjoy this short video recap of the evening. https://lnkd.in/gzgNWUtz

Those of us in the Pacific Northwest live under the regular threat of a major earthquake and forest fires. We are told regularly to be prepared for these emergencies – to have enough food, water and medicines for your family and pets. Many of us in Portland thought we were on track to be prepared for such events. That is, until the winter storms struck much of Oregon over the MLK weekend in January. Click the link below for an article by Becker Capital's Heidi Goertzen, CFP® and learn more about protecting important documents during an emergency. https://lnkd.in/gcpEUqeX

Thanks to all who came by our booth to say hello this past Friday, 2/2/24, at the 53rd Annual Portland Estate Planning Seminar!

Becker Capital is hiring! We are seeking a dedicated and dynamic Relationship Manager to join our growing team. The Relationship Manager will collaborate with the existing investment team and will play a pivotal role in maintaining and enhancing the relationships we have with our high-net-worth individual clients and institutional partners. Our talented and cohesive team is committed to providing a best-in-class experience for our clients. We’re looking for a highly motivated individual with a strong interest and background in investment management and client advisory services. Please pass along to those who may be interested in your network. #hiring #relationshipmanager https://lnkd.in/ghdPGT9e

We are honored to once again be listed among the top 10 of Oregon's Most Admired Companies in Financial Services by the Portland Business Journal! We ranked 8th in 2023 - a testament to our enduring impact and commitment to serving our clients. Rankings for Oregon’s Most Admired Companies in Financial Services provided by the Portland Business Journal. To generate the rankings for Oregon’s Most Admired Companies, the Portland Business Journal sends surveys to thousands of CEOs in Oregon and Southwest Washington, asking them to select companies they most admire in various industry categories, as well as companies they admire most across all industries. CEOs are provided extensive lists of companies in each industry, but may name any company not listed. Companies eligible for consideration include any business with a substantial presence in Oregon and Southwest Washington. Point values are assigned to each company chosen based on the order in which companies appear on the respondent’s list. Point values are then totaled to arrive at the final list. A total of 25 companies are ranked in the Financial Services category each year. Rankings are not representative of actual client experiences or outcomes and are not indicative of any future performance. Becker Capital Management did not pay a fee to be considered for this ranking and is not aware of any facts that would call into question the validity of the ranking.

During this holiday season, I find myself grateful for many things: my family, friends, and co-workers to name just a few. But working in this industry, I also find myself thankful for the way the Federal Reserve steered the economy through the pandemic crisis and the resulting inflationary environment. This is not to say that the situation was handled perfectly. Remember the Fed’s insistence that inflation was “transitory” in late 2021? But, even though higher rates are painful and there’s no telling whether we’ll achieve the elusive “soft landing,” at least we are beginning to see inflation abate. Click on the link below for an article by Becker Capital's Deidra Krys-Rusoff on Watching Paint Dry (and Loving Every Minute of It!!). https://lnkd.in/gmhAACTr