Client Center
BerganKDV

Blog

Wealth Management

Passing Down the Family Cabin April 23, 2018 by Sam Rouman CFP®, CLU, ChFC, AIF®, Wealth Advisor
Passing Down the Family Cabin
The family cabin often holds many memories and nostalgia, especially for multi-generational families, and for some for whom a cabin was the only “vacation” spot they ever knew.
Continue Reading
Meet a Team Member: Lori Buettner April 23, 2018 by BerganKDV Team
Meet a Team Member: Lori Buettner
Lori works in our St. Cloud, MN office as a Client Care Specialist for the wealth management team. She assists with client requests and helps the advisors to coordinate and prepare for client meetings and follows through with any paperwork that needs to be processed to ensure it is completely accurately. What is your favorite […]
Continue Reading
Meet an Advisor: Ted Nahas April 23, 2018 by BerganKDV Team
Meet an Advisor: Ted Nahas
Meet an Advisor: Ted Nahas Ted is a wealth advisor in our Des Moines, IA office. We recently caught up with him to hear his advice for others starting out in their careers and to get his take on what character traits he admires in others. What career advice would you give to someone who […]
Continue Reading
Wealth Management Quarterly Update – April 2018 April 8, 2018 by BerganKDV Team
Wealth Management Quarterly Update – April 2018
Economy Roars, Markets Mew. We may look back on the days of daffodils and tulips in 2018 as the sweet spot of the economic cycle for the current bull market. It is difficult to see how the statistics could get much better. Yet, investors may have begun to ask themselves how long bright blooms might last.
Continue Reading
The Butterfly Effect March 19, 2018 by BerganKDV Team
The Butterfly Effect
Now and then, financial market prices can fall much more than almost anyone expects. What’s different about those occasions, compared to more familiar, relatively moderate volatility? Maybe earthquakes and violent weather hold a hint. Research into investor behavior has shown that people more readily take a chance when they see other people doing the same […]
Continue Reading
VIXatious Volatility February 12, 2018 by David G. Sparks, CFA
VIXatious Volatility
First things first. The stock market volatility that appeared during the first full week of February might be normal. With a bit of math that is presented at the end of this article, it is reasonable to envision the Dow Jones Industrial Average (“DJIA”) fluctuating above and below the current price level by about 300 […]
Continue Reading
The Case for Staying Invested Through a Downturn January 31, 2018 by David G. Sparks, CFA
The Case for Staying Invested Through a Downturn
Stock market valuations, by almost any measure, have reached high levels that are seldom seen. Investors should take note of this development, and avoid expecting market gains to continue at the torrid pace of the past 15 months.
Continue Reading
Business Owners Face an Interesting Retirement Dilemma January 23, 2018 by BerganKDV Team
Business Owners Face an Interesting Retirement Dilemma
Business owners face an interesting retirement dilemma, different from the average work and the corporate ladder climber. We recognize this and have the specific business design to help business owners through this complicated transition from successful business owner to the successful retiree.
Continue Reading
Meet a Team Member: David Peyton January 23, 2018 by BerganKDV Team
Meet a Team Member: David Peyton
David works in our Waterloo, IA office as a Portfolio Analyst with the investment team. He assists with managing the model portfolios and researching investment selections and provides investment support to the advisors. What is your favorite way to stay healthy? When the weather is appropriate, my wife and I enjoy walking our dog together. […]
Continue Reading
What We’re Reading January 23, 2018 by BerganKDV Team
What We’re Reading
Our wealth management team enjoys spending some of their down time reading all types of literature. Here are a few things they are currently reading: Adam Heathcote: Tribe of Mentors: Short Life Advice from the Best in the World by Tim Ferriss. I just ordered this book after seeing it sitting on my brother-in-law’s coffee […]
Continue Reading
1 2 3 9