Articles from Ferguson Wellman Capital Management

Ferguson Wellman Capital Management, an employee-owned investment firm, is celebrating 50 years in 2025. To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy. A recent World Economic Forum study revealed that financial literacy in U.S. adults has hovered around 50% for the last eight years, with a 2% drop in the past two years. Financial literacy in women consistently lags behind their male counterparts, and generationally, Gen Z fares the worst, answering only 38% of P-Fin index questions correctly. The index gauges understanding of financial issues that enable sound financial decision making.

Ferguson Wellman Capital Management, an employee-owned investment firm, is celebrating 50 years in 2025. To recognize their upcoming milestone anniversary, Ferguson Wellman offers self-paced resources about investing and personal finance fundamentals through their DollarSense education program to the public, for free. Education programs have been accessible only to clients prior to the company’s fiftieth year and plans are underway to distribute more broadly for Financial Literacy Month in April.