Author: David Herman

David Herman

David Herman
Executive Vice President of Investments, CRPC®, CCPS®

Recent Posts

What’s the Difference Between Custom Allocation and a ‘Cookie Cutter’ Plan?
Sep 05, 2024
Many people take a simple approach to retirement and invest in a basic, age-based fund. They plan to withdraw Social Security benefits as early as[...]
9 Ways Retirees Can Earn Extra Income
Apr 19, 2024
The idea of retirement used to be sitting in a relaxing chair and reading a book or playing golf four days a week. Retirees today are much more[...]
8 Questions to Ask Yourself Before Making a Major Purchase
Aug 02, 2023
Buyer’s remorse is an awful feeling. The regret, exasperation and that sinking feeling that you went into debt for nothing (or not much, anyway) that[...]