financial planning

Pahlow on Koin

Pahlow on Koin

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.

Securing Your Legacy

Securing Your Legacy

In an ever-changing world, one thing remains constant: life’s unpredictability. As such, it is never too early to begin establishing your estate plan.

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

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. 

Understanding the Backdoor and Mega Backdoor Roth IRA

Understanding the Backdoor and Mega Backdoor Roth IRA

The Roth IRA has earned its popularity with retirement savers—and for good reason. Funded with after-tax dollars, it offers the rare advantage of tax-free withdrawals in retirement, provided you’re at least 59½ and have held the account for five years.

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."

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.

Proper Structuring of an Irrevocable Life Insurance Trust (ILIT)

Proper Structuring of an Irrevocable Life Insurance Trust (ILIT)

Casia Chappell, CFP®, CPWA®, discusses the benefits and workings of irrevocable life insurance trusts (ILITs), highlighting their role in estate planning by providing asset protection, estate tax mitigation and efficient wealth transfer.

Wealth Management Insights Video Fourth Quarter 2024

Wealth Management Insights Video Fourth Quarter 2024

Wealth Management Chair Samantha Pahlow, CTFA, AWMA, presents the firm’s quarterly Wealth Management Insights titled, “Creating a Family Legacy of Giving.” In the video, she discusses how to instill philanthropic values in children and highlights several tax-efficient giving strategies to consider for year-end.

Wealth Management Insights Video Third Quarter 2024

Wealth Management Insights Video Third Quarter 2024

Wealth Management Chair Samantha Pahlow, CTFA, AWMA, presents the firm’s quarterly Wealth Management Insights titled, “The Role of Insurance in Wealth Planning.” In the video, she explains the role of insurance in wealth planning, highlighting the types and benefits of different kinds of coverage.

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.

Oregon Business Magazine Names Ferguson Wellman Number One on Financial Planners Powerlist

Oregon Business Magazine Names Ferguson Wellman  Number One on Financial Planners Powerlist

Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman first in the state on their list of 11 financial planning companies. The listing was compiled based upon assets under management in Oregon.

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.

2023 Mid-Year Update Video

2023 Mid-Year Update Video

In spring 2023, members of our team have hosted events throughout the Pacific and Inland Northwest. Following our “tour,” we created a video of our presentation for clients who missed an event or don’t reside in the Northwest. 

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.

Wealth Management Insights Q2 2023: Keeping Your Estate Planning and Education Funding on Track

Wealth Management Insights Q2 2023: Keeping Your Estate Planning and Education Funding on Track

Read our second quarter 2023 Wealth Management Insights titled, “Keeping Your Estate Planning and Education Funding on Track.”

Financial Planning Names Ferguson Wellman to RIA Leaders 2022 List

Financial Planning Names Ferguson Wellman to RIA Leaders 2022 List

Ferguson Wellman Capital Management was recently named by Financial Planning magazine to their “RIA Leaders 2022: Top 150 Fee-Only RIA Firms” ranking. The firm was listed at 23 of 150 companies.

Lago Authors Spokane Journal of Business Article

Lago Authors Spokane Journal of Business Article

Our colleague, Mary Lago, CFP®, CTFA, recently wrote a piece for the Spokane Journal of Business. In it, she discusses how financial strategies can optimize charitable giving.