ferguson wellman

Lago on Yahoo! Finance

Lago on Yahoo! Finance

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

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

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

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

Houle on KOIN Wallet Wednesday

Brad Houle, CFA, was on KOIN AM Extra's Wallet Wednesday to discuss mortgage rates.

Daibes Higgins 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

Lago on KOIN Wallet Wednesday

Mary Lago, CFP®, CTFA, shares tips for Gen Z and how they can plan for savings and retirement.

Pahlow on KOIN Wallet Wednesday

Pahlow on KOIN Wallet Wednesday

Samantha Pahlow, CTFA, AWMA, shares tips for teenagers on saving income from summer jobs.

Optimizing the Tax Benefits of Charitable Giving

Optimizing the Tax Benefits of Charitable Giving

Samantha Pahlow, CTFA, AWMA®, provides an overview of planned philanthropic donations and the tax benefits associated.