David Hergert, CFP

07/20/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to us to talk about how we can personalize a strategy just for you.

07/19/2026

Do your summer plans include sprinkles, waffle cones, brain freeze, and big smiles? Because National Ice Cream Day is basically summer’s sweetest little reminder to treat yourself.

07/18/2026

Active listening goes beyond hearing! It builds trust, brings clarity, and deepens conversations. Try listening with intent today and notice the difference it makes. Happy World Listening Day!

07/17/2026

Don’t let normal market highs and lows throw you off balance. We can help you navigate any fluctuations and stay focused on your goals.

07/16/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

07/15/2026

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

07/14/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

07/13/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

07/12/2026

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

07/11/2026

Warning! Your camera roll is about to get cuter. All American Pet Photo Day is here, so snap, share, and celebrate the furry friends who make every day brighter.