Scott Christianson, CFP®, discusses the SECURE Act and other changes that retirees and those planning for retirement should know.
Wealth Management Insights Video: Protecting Your Assets and the Evolving Retirement Rulebook
Wealth Management Webinar Recording: Strategies for Now and Later
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
We Need a Reason to Celebrate … How About National 529 Day?
With the COVID-19 pandemic creating slight confusion on what day it is, much less what month we are in, some of us may not have seen National 529 Day on our calendars.
Back to School for Ferguson Wellman and West Bearing Kids
As the new school year starts, we are reminded of the day when many of our children learned about the different work responsibilities at our firm and we, in turn, learned more about them.
The Hardest Thing to Understand, According to Einstein
According to Einstein, what’s the hardest thing to understand in the world? Josh Frankel, CFP, helps find relativity between taxpayers and wealth planning, particularly charitable-giving strategies.
Christianson, Frankel and Jones Receive Promotions
Ferguson Wellman Capital Management recently promoted three professionals, Scott Christianson, CFP®, Josh Frankel, CFP®, and Peter Jones. Christianson has been promoted to senior vice president, Frankel, has been promoted to executive vice president and Peter Jones has been promoted to vice president.