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Blog

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Darron Bergstrom | Mar 3, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Darron Bergstrom | Feb 24, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Darron Bergstrom | Feb 17, 2022

Navigating a Financial Crisis

Finance

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know

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Darron Bergstrom | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Darron Bergstrom | Feb 3, 2022

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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Darron Bergstrom | Jan 20, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Darron Bergstrom | Jan 13, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Darron Bergstrom | Jan 10, 2022

What are the benefits of Diversifying my Investments?

Investments

 

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and

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Darron Bergstrom | Jan 6, 2022

Investment Tips for All Seasons

Investments

If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to

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Darron Bergstrom | Dec 23, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Darron Bergstrom | Dec 16, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Darron Bergstrom | Dec 9, 2021

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance

 

Intro

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who

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E: darron@bergstromfinancial.com

   

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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bergstrom Financial are not affiliated. This communication is strictly intended for individuals residing in the states of  CA, FL, IA, LA, MI, MO, NV, NY, PA, SD, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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