Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Linkedin-in Facebook-f Youtube
schedule a virtual coffee chat
Free Financial Plan
Author: Michelle Bertram
AI Stocks
October 2026 Market Update: AI Stocks, Retirement & Medicare

So far, October has been a one-step-forward-and-two-steps-back kind of month. Sure, we...

Read More
AI Stocks
October 2026 Market Update: AI Stocks, Retirement & Medicare

So far, October has been a one-step-forward-and-two-steps-back kind of month. Sure, we...

Read More
Behind the News; Time to GO
Friday Focus – Behind the News; Time to GO

Behind the news – They keep running headlines about a failing market,...

Read More
Behind the News; Time to GO
Friday Focus – Behind the News; Time to GO

Behind the news – They keep running headlines about a failing market,...

Read More
Markets Soar
Markets Soar, Retirement Wobbles — Here’s What You Need to Know

Despite ongoing conflict with Iran and oil prices around $100 per barrel,...

Read More
Markets Soar
Markets Soar, Retirement Wobbles — Here’s What You Need to Know

Despite ongoing conflict with Iran and oil prices around $100 per barrel,...

Read More
Market Update
Market Update

This week my son, Asa, is participating in a rite of passage...

Read More
Market Update
Market Update

This week my son, Asa, is participating in a rite of passage...

Read More
Happy Friday!

April showers bring May flowers! With spring storm season upon us, that...

Read More
Happy Friday!

April showers bring May flowers! With spring storm season upon us, that...

Read More
Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Read More
Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Read More
AI Stocks
October 2026 Market Update: AI Stocks, Retirement & Medicare

So far, October has been a one-step-forward-and-two-steps-back kind of month. Sure, we...

Read More
AI Stocks
October 2026 Market Update: AI Stocks, Retirement & Medicare

So far, October has been a one-step-forward-and-two-steps-back kind of month. Sure, we...

Read More
Behind the News; Time to GO
Friday Focus – Behind the News; Time to GO

Behind the news – They keep running headlines about a failing market,...

Read More
Behind the News; Time to GO
Friday Focus – Behind the News; Time to GO

Behind the news – They keep running headlines about a failing market,...

Read More
Markets Soar
Markets Soar, Retirement Wobbles — Here’s What You Need to Know

Despite ongoing conflict with Iran and oil prices around $100 per barrel,...

Read More
Markets Soar
Markets Soar, Retirement Wobbles — Here’s What You Need to Know

Despite ongoing conflict with Iran and oil prices around $100 per barrel,...

Read More
Market Update
Market Update

This week my son, Asa, is participating in a rite of passage...

Read More
Market Update
Market Update

This week my son, Asa, is participating in a rite of passage...

Read More
Happy Friday!

April showers bring May flowers! With spring storm season upon us, that...

Read More
Happy Friday!

April showers bring May flowers! With spring storm season upon us, that...

Read More
Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Read More
Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Read More