Is your Portfolio Diversified?

I have often said that the word diversification has been thrown around in our world like pixie dust. It’s like diversification is the magic to protect your portfolio from too much risk and get you the best gains. While there is some truth to that, you must understand true diversification. You probably heard the saying,…

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Podcast – A Market Correction!!!

Listen to Michelle as she talks about the newest news with the market – here!!! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for…

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What’s happening with the market? Should I stay or sell?

This weeks question comes in from Everyone! What’s happening with the market? Should I stay or sell? Market Volatility came back with the vengeance of a good winter storm as February rolled in. There are many talks and speculations about why the question everyone wants to know! The continued talk of rising interest rates and…

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5 Ways to Show Love!!!

Want to let someone know they’re loved? Try using actions, rather than words. “Love is an action verb,” Here are 5 ways you can show someone you love them!!! 1. Small weekly gifts “count” more than rare, splashy ones. The underlying love message: “I’m committed to you.” Frequent contact is one of the best signs of…

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Podcast – What is a fair price for investment and retirement services?

Listen and learn with Michelle what a fair price for investment and retirement services is – Here!!!   ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and…

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Radio Clip – Should I look for the lowest funds?

Listen and learn what Michelle has to say about investment and retirement services!   ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her…

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Why is why important and what is your why?

This weeks question came in from Patti in Cuba City, WI Why is why important and what is your why? First, we probably need to give a little background on this. When we meet with someone, one of the first steps in our DREAM Process is to talk about what you want and paint your…

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A Market Correction?

Listen to the interview with Michelle from Robin during the Madison in the Morning Show – Here!!! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income…

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Are you doing things differently???

Question: If there are 5 seagulls sitting on the dock and one of them decides to fly away… How many seagulls are left??? Did you say/think 4??? Really??? There are still 5…because deciding and actually doing are two different things. In the book the ‘Noticer’ by Andy Andrews. Jones, the old man with the suitcase,…

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