Kate Rothenberger, MBA, CFP- Ameriprise Financial Advisor

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Kate Rothenberger, MBA, CFP- Ameriprise Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC

Toporowski, Clark & Romans Financial Group
A financial advisory practice of Ameriprise Financial Services, LLC

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+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
11/02/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

What's scarier than a haunted house? Financial stress that follows you for years. This Halloween, give your future a tre...
10/31/2026

What's scarier than a haunted house? Financial stress that follows you for years.

This Halloween, give your future a treat by planning today and keeping those money worries from becoming tomorrow's ghosts. 🎃💰

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

Don't forget . . .With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contri...
10/30/2026

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, I'm here.

I had the opportunity to join the investment panel at the Junior Achievement Student Stock Market Challenge last week. I...
10/29/2026

I had the opportunity to join the investment panel at the Junior Achievement Student Stock Market Challenge last week. It was so much fun sharing a little about what I do and talking investments with the students. I loved seeing so many young people learning about the markets and putting that knowledge to work!

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategie...
10/28/2026

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

https://bit.ly/4ijPd0H

As election season approaches, here are three reminders I often share with clients:​✓ Stay focused on long-term goals​✓ ...
10/27/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

10/26/2026

Financial confidence starts with a plan.

I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

https://bit.ly/4i8to5D

Thanks to everyone who joined my webinar yesterday on Estate Planning! If you missed it, don't worry, more educational e...
10/23/2026

Thanks to everyone who joined my webinar yesterday on Estate Planning! If you missed it, don't worry, more educational events are on the calendar.

Whether you're planning for retirement, managing retirement income, or looking to stay informed on financial topics, I'd love for you to join an upcoming session.

See what's coming up:

🔗 https://bit.ly/4zcC3dq

I hope to see you at a future event!

Election headlines come and go.​Historically, long-term market performance has been shaped more by economic growth, earn...
10/22/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, I'm here to help.

Address

321 17th Street Suite A
Bettendorf, IA
52722

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