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Blog

Darron Bergstrom | Oct 11, 2023

Market Drop

Investments
Inflation
Interest
Economy
What's going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let's discuss.
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Grandmother with child
Darron Bergstrom | Oct 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Person writing a list in a notebook
Darron Bergstrom | Aug 28, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Two women meeting in an office space.
Darron Bergstrom | Aug 14, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Darron Bergstrom | Aug 3, 2023

Is a recession still coming?

Investments
Inflation
Interest
Interest rates are going up, but inflation is going down. Are we going to see a recession? Let’s discuss.
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Woman with graduation cap looking at the sky
Darron Bergstrom | Jul 27, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Man sitting on bench in park
Darron Bergstrom | Jul 13, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Two people at work high fiving at a desk
Darron Bergstrom | Jul 6, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Two elderly people sitting on a bench looking at the sea
Darron Bergstrom | Jun 26, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Darron Bergstrom | Jun 21, 2023

Bear market finally over?

Investments
Inflation
Markets have been hitting some positive milestones lately, but it’s not clear whether or not the bear market is actually over just yet. Let’s discuss.
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Close up portrait of child giving two thumbs up
Darron Bergstrom | Jun 2, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Stock Image
Darron Bergstrom | Mar 16, 2023

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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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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