David M. Betts, CFP, CHFC

06/04/2026

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Find out how much money you should keep in your emergency fund.

06/03/2026

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Review your financial situation regularly to help monitor progress and stay on track for your goals.

06/02/2026

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Cut spending and save more by incorporating these strategies into your financial routine.

05/29/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

05/29/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

05/28/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/27/2026

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3 factors driving U.S. stocks higher.

05/20/2026

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3 factors driving U.S. stocks higher.

05/18/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.