David M. Betts, CFP, CHFC

10/15/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/15/2026

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.

10/14/2026

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

10/12/2026

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.

10/09/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/08/2026

https://bit.ly/3TMypaA

Explore security tips, articles, and videos that make it easier to help protect your personal and financial information.

10/01/2026

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

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

09/25/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

09/24/2026

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

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

09/24/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.