Financial Education
At Ferguson Wellman, financial literacy is central to how we serve clients and our community. Through education and accessible resources, we help individuals make informed financial decisions with confidence.
This commitment comes to life through DollarSense™ , our financial education initiative, which offers practical insights, market perspectives, and resources to help navigate important financial decisions.
Kellan Akers, Beth Brown, Reilly Blood and Peter Earnshaw
DollarSense™
DollarSense™ offers self-paced, microlearning programs: Investing Essentials, Money Matters and Institutional Investing for Nonprofits.
Each program is designed to break down complex financial topics into clear, approachable lessons you can move through at your own pace.
Whether you’re building a personal financial foundation or deepening your understanding of institutional investing, DollarSense™ provides practical insights, real-world context and actionable knowledge to support more informed decision-making over time.
Jim Coats
Investing Essentials
Investing Essentials is designed to provide a fundamental overview of investing. It covers topics from stocks and bonds to asset allocation and the impact biases have on decision making.
Through five engaging videos and activities, participants will learn or be reminded of the foundational concepts of investing for individuals and institutions.
To watch all of the videos, click here.
Sandy Fendall and Chelsea Diamond
Money Matters
Money Matters covers an array of essential budgeting topics, from goal setting and risk management to understanding taxes and retirement planning.
Through a series of seven succinct videos, participants will gain insight into managing their day-to-day budget effectively. Whether you’re looking to improve your financial literacy or brush up on some key concepts, Money Matters has something for everyone.
To watch all of the videos, click here.
Lesllie Nuñez and Ezra Kover
Institutional Investing for Nonprofits
Institutional Investing for Nonprofits is designed to support both those new to board service and those seeking a refresher.
This three-part video series helps participants build a foundation in institutional investing, covering key topics such as asset allocation, investment policy statements and nonprofit organizational structure.
To watch all of the videos, click here.
