As the marketing director for both BerganKDV and Lifewise, my professional life stays pretty busy. And, as a mom to a one and a two year old, my personal life...
Read moreThe movement to low-cost, passive investing is real, as evidenced by the billions of assets flowing from funds attempting to actively beat their benchmark, to those vehicles that recognize the...
Read moreWhen it comes to young professionals, there is usually one way to describe their lives—busy. Which is why finding efficient ways to improve how young professionals manage their finances is...
Read moreInvestment Myth: The Secret to Being a Great Investor is Intelligence & Hard Work Wall Street, the media and Hollywood have done a masterful job convincing young professionals and investors...
Read moreAccording to a 2014 Charles Schwab survey, the average American spends more time planning their next vacation and researching their next auto purchase than they do managing their personal finances....
Read moreOne fun side effect of having a team that skews on the younger side is the fact that there has been a serious baby boom in recent years here at...
Read morePolitics aside many young professionals across America are wondering how a Trump presidency will impact their everyday lives, especially when it comes to their finances and more specifically their taxes....
Read moreInvestment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431