Posts by Michelle Bertram
Steady Through the Storm: Finding Calm Amid Global Tensions
Global Tensions – The news has been heavy lately. Images of missiles streaking across Middle Eastern skies, families fleeing Tehran, and headlines warning of war have left many of us…
Read MoreMarket Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025
Market Insights: The financial markets the end of May were a rollercoaster, driven by shifting trade policies, resilient corporate earnings, and cooling inflation. As investors navigated tariff uncertainties, strong Q1…
Read MoreThe Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
As retirement draws closer, many people experience a shift—not just emotionally or mentally—but financially as well. This shift requires more than simply saving and hoping your portfolio grows. It’s what…
Read MoreA Balanced Look at This Investment Strategy
The “Sell in May and Go Away” strategy is a well-known adage in the investment world, suggesting that investors should exit the stock market in May and return in November…
Read MoreDon’t Overlook This One Thing in Retirement Planning: Survivor Income
Survivor Income – When planning for retirement, most people focus on one thing—ensuring a steady stream of income once the paychecks stop. That’s a smart move. After all, when you…
Read MoreDo Stocks Always Outperform Other Investments? Let’s Talk About the Full Truth
You’ve probably heard it time and time again: “Stocks (aka the stock market) always outperform other investments.” It’s one of those pieces of traditional financial wisdom that gets passed around…
Read MoreWho’s the Real Beneficiary of Your Hard Work? Estate Planning Mistakes to Avoid in 2025
Estate Planning Mistakes to Avoid in 2025 – When we hear the term beneficiary, most of us instantly think about who’s going to inherit our money or property when we…
Read MoreMarket Update – Selloffs, Tariffs and Trade Oh My
Market Update – Selloffs, Tariffs and Trade – In the past few days, the market has seen some significant shifts, leading to questions, concerns, and even some fear. If…
Read MoreMarket Volatility, Retirement Strategies, and the Power of Purpose-Driven Living
Welcome back to the Dream Retirement Podcast! After a short break, we’re excited to resume our discussions on financial security, retirement planning, and investment strategies. In this post, we’ll cover…
Read MoreThe Ultimate Checklist to Help Navigate Retirement in Volatile Markets
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets Remember When Bouncing Back Was Easy? Think back to when you were a kid. You’d fall off your bike, scrape…
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