David Hergert, CFP

From childhood lessons to lifelong support, parents shape so much of who we become. Today is the day to celebrate them and show gratitude in your own way. Happy National Parents Day!

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Private credit risks: What investors need to know Investor anxiety surrounding the private debt market is heightened.

Taking care of yourself is not extra, it is essential. Slow down, recharge, and make space for the things that help you feel your best. Happy International Self-Care Day!

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Dreaming of a new doorstep? We can help you prepare to make a move.

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

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.

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.

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!

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.