Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins Brad Smith at Yahoo! Finance to discuss strategies to mitigate risk during the "great wealth transfer" occurring in the coming years from the silent and baby boomer generations to Generation X and millennials.
Lago on CNBC Closing Bell
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins CNBC’s Closing Bell to discuss our firm's "high-net-worth playbook."
Ferguson Wellman Provides Their Top Five Investment Themes for 2025
After months of debate, President Biden chose to take the bipartisan route nominating Jerome Powell to serve a second four-year term as Federal Reserve Chairman.
Pahlow on KOIN Wallet Wednesday
Samantha Pahlow, CTFA, AWMA, was on KOIN AM Extra's Wallet Wednesday to discuss how to have a better relationship with your money in 2025.
Houle on KOIN Wallet Wednesday
Daibes Higgins on KOIN Wallet Wednesday
Krystal Daibes Higgins, CFA, was on KOIN AM Extra's Wallet Wednesday to discuss the unemployment rate, high cost of living and the possibility of another rate hike.
Lago on KOIN Wallet Wednesday
Pahlow on KOIN Wallet Wednesday
Optimizing the Tax Benefits of Charitable Giving
Samantha Pahlow, CTFA, AWMA®, provides an overview of planned philanthropic donations and the tax benefits associated.