Investing Essentials
Introducing a new program to our DollarSense education platform: Investing Essentials
Investing Essentials is designed to provide a fundamental overview of investing, covering topics from stocks and bonds to asset allocation and the impact biases have on decision making. Through six engaging videos and activities, participants will learn or be reminded of the foundational concepts of investing for individuals and institutions. Use the form below to get started.
meet your team
Krystal Daibes Higgins, CFA
Vice President
Equity Research
Samantha Pahlow, CTFA
Senior Vice President
Wealth Management Chair
Jason Norris, CFA
Director
Equity Research and Portfolio Management
Emilie Ma
Sales and Marketing Associate
Disclosure: This educational program is currently available only to clients of Ferguson Wellman and West Bearing. This material is for educational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information and Ferguson Wellman and West Bearing’s views as of the time of these statements. Ferguson Wellman and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational and informational purposes only and not as a substitute for qualified counsel. You should consult qualified professionals to understand how this information may, or may not, apply specifically to you.