money habits

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.

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. 

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.

Building Healthy Money Habits for Kids

Building Healthy Money Habits for Kids

According to a 2013 study from the University of Cambridge, money habits are formed from 0 to 7 years of age, and once the habits are formed, it can be difficult to change that behavior later in life. Despite the results of this study, there is never a wrong time to teach your child about healthy money habits. Below are tips to help kids learn about money at a young age.