Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
2025 Investment Outlook Webinar Video: Lessons Learned
KXL Radio Interviews with Ferguson Wellman
Our professionals are periodically asked to weigh in on timely topics regarding the economy, capital markets and personal finance. Below you will find our recent interviews with KXL radio hosts.
Planning for an Alternate Scenario
Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.
Planning for Our Children's Future
Samantha Pahlow, CTFA, AWMA®, provides an overview of important issues to consider when making legacy plans with children and grandchildren in mind.
Wealth Management Insights Video: Planning for Incremental and Potentially Substantial Changes
In this video, Mary Lago, CFP®, CTFA, chair of our wealth management department, highlights changes for retirement savings and charitable gifting in regard to tax planning.
Making the Most of All Your Benefits - Wealth Management Insights Video
Wealth Management Chair Mary Lago, CFP®, CTFA, discusses strategies to maximize the most of your benefits from private insurance options to Social Security and Medicare.
Third Quarter 2022 Wealth Management Insights Publication: Making the Most of All Your Benefits
Read our third quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Charissa Anderson, CFP®, CDFA®, and Casia Chappell, CFP®, CPWA® share their thoughts on life insurance ownership, social security spousal benefits and long-term care insurance.
529 Plans: Common Misconceptions
Casia Chappell, CFP®, CPWA®, discusses 529 college savings plans and their details that oftentimes confuse savers and students and how to best utilize these plans.
Wealth Management Insights Video: Understanding the Impact of Ownership and Beneficiary Designations
In the second quarter 2022 Wealth Management Insights video, Mary Lago, CFP®, CTFA, discusses the importance of account ownership and beneficiary designations when planning wealth transitions.
Important Considerations for Uniform Transfer to Minors and Uniform Gift to Minors Accounts
Parents and grandparents often ask how they can set up an account for minor children, to help them build good saving habits or to make financial gifts, while also delaying access until a future point in time. One common approach is to open a Uniform Transfer to Minors Act account (UTMA) or Uniform Gift to Minors Account (UGMA).
Second Quarter 2022 Wealth Management Insights Publication
Second quarter 2022 issue of Wealth Management Insights publication titled, “Understanding the Impact of Ownership and Beneficiary Designations.”
Proposed Changes for IRA Beneficiaries Under the SECURE Act
The SECURE Act brought significant changes to the retirement planning landscape. The wide-sweeping legislation impacted retirement plans in numerous ways, which are covered in this article.
Considerations for Strategic Tax and Wealth Planning in 2022
Here are highlights of the 2022 key financial figures that, depending on your stage of life, may impact your tax planning this year.
Putnam Hired as Portfolio Manager for West Bearing Investments
The West Bearing team has expanded, with the hiring of their third portfolio manager, Nathan Putnam. West Bearing recently surpassed $500 million assets under management and needed additional capacity to serve more clients.
Life Expectancy and Wealth Planning
Under the Hood (of Capital Markets)
Inflation was front and center this week with the release of the December Consumer Price Index (CPI) report. Inflation of 7% Headline and 5.5% Core (ex Food and Energy) were in line with consensus expectations.
First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money
Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”
Wealth Management Insights: Valuing the Resources of Time and Money
‘Tis the Season for Gifting
With the hustle and bustle of the season around us, many are considering the good cheer they can share with others. For those of the mindset that it is better to give than receive, here are some guidelines on making financial gifts.
Wrapping Up 2021 With a Bow: Year-End Planning
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.