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"TO COIN A PHRASE"
News and Views from Ferguson Wellman and West Bearing Investments
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News and Views from Ferguson Wellman and West Bearing Investments
With the Federal Reserve taking a ‘higher-for-longer’ approach to interest rates, bond yields are higher than what the market expected at the start of the year.
Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.