Mike Bergen, CIMA®
Mike Bergen, CIMA®

Mike Bergen, CIMA®


With The New Year Comes A Portfolio Review & Adjustments

As we settle into 2025, it is a good time to review your investments and potentially make adjustments based on your results in 2024.

An Easy Template For A Year-End Portfolio And Plan Review

This year has been a good one for both the stock and bond markets, particularly in the last couple of months. As the markets have improved, hopefully you moved closer to your financial goals. Year-end is a great time for a portfolio and plan checkup.

It’s A Prudent Measure To Assess The Risk In Your Retirement Portfolio

It’s A Prudent Measure To Assess The Risk In Your Retirement Portfolio

What Retirees Can, And Probably Should, Do If They Get A Lump Sum

What Retirees Can, And Probably Should, Do If They Get A Lump Sum

Understanding The Federal Reserve System Makes It Less Mysterious

Most of us have heard of the Federal Reserve and know that the “Fed” has a role in setting interest rates, but many are unaware of what the Fed is and what it actually does.

Your Retirement Might Differ Greatly From Your Parents’ Experiences

Retirement has changed in many ways over the last generation or two. Here are some of the most important ones, and what you can do to plan for them.

When First Meeting A Financial Advisor, Consider A Few Things

When First Meeting A Financial Advisor, Consider A Few Things

Benefits Of Compound Interest Highlight Importance Of Investing Early

Investing when you’re young can have the potential to produce impactful earnings gains. And that’s because of a simple concept: compounding.

Be Vigilant When It Comes To Protecting Yourself From Identity Thieves

Be Vigilant When It Comes To Protecting Yourself From Identity Thieves

Like The Rules Of Driving, Here Are 10 Rules For The Retirement Road

Learning to drive is an important milestone in one’s life. Other milestones, like retirement are no different – we look forward to it, but we need to prepare and we can do that by learning the “rules of the retirement road.”

More stories