Wealth Management Strategies for Now and Later

With the economic impact of COVID-19, the U.S. stock market is currently down over 20 percent for the year and 10-year U.S. Treasuries are yielding under 1 percent (as of 4/1/2020). We acknowledge these are challenging times and yet there are also potential opportunities for actions to be taken now and over the long term to strengthen your financial position.

Mary Lago, CFP, CTFA, executive vice president and head of our firm's wealth management committee, discusses some areas of wealth planning that can help clients with their long-term financial health.

Disclosure

The views expressed represent the opinion of Ferguson Wellman. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information and Ferguson Wellman’s views as of the time of these statements. Past performance may not be indicative of future results. Ferguson Wellman, Octavia Group and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational purposes only and not as a substitute for qualified counsel who can determine how this information applies to you. We believe the information provided is from reliable sources but should not be assumed accurate or complete.

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