David Hergert, CFP

05/29/2026

If higher inflation has you concerned about your financial position, let’s connect. Ican help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/28/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/27/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

05/27/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

05/27/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, we're here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

05/26/2026

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, financial crisis or COVID-19 pandemic. It’s difficult to predict the markets – do you let volatility affect how you invest?

05/25/2026

In remembrance of the heroes who gave everything so others
could live free. Today, on Memorial Day, we think of all those who answered the call of service with bravery.

05/22/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

05/21/2026

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.

05/20/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/19/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.