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."
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.