Scott Christianson, CFP®, discusses the complexities of Social Security benefits and what our clients should understand before they file.
Social Security Claiming Considerations
Wealth Management Insights Video: Protecting Your Assets and the Evolving Retirement Rulebook
Scott Christianson, CFP®, discusses the SECURE Act and other changes that retirees and those planning for retirement should know.
Wealth Management Insights First Quarter 2021
Our Wealth Management Insights publication for the first quarter of 2021 is titled, “Planning for the Future.”
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.
Christianson, Harding and Havnaer Receive Promotions
Promotions within our company are something worth celebrating. Three professionals representing different teams were recognized for their accomplishments at Ferguson Wellman.
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.