Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of 529 accounts on the eve of 529 Day.
Pahlow on Koin
Pahlow on Koin
Spring is in the air and it's also a good time to do a yearly review of your financial goals, and freshen up your financial acumen. Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of financial literacy too.
Jason Norris on KPTV
It can be stressful to watch your investments go up and down as markets fluctuate in response to economic policy changes. KPTV's Spencer Schacht sat down with our colleague Jason Norris, CFA recently to discuss investors' concerns - and how to stay the course.
Outlook and Insights Second Quarter 2025
Turn Down the Volume
After a quick start that saw the S&P 500 jump 5% in the first three weeks of the year, markets abruptly reversed course and gave it all back and then some, with the blue-chip index posting a 4.3% loss for the quarter.
Ferguson Wellman Celebrates 50 Years with a Push for Financial Literacy
To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy.
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.