Posts by Michelle Bertram
Why the Market is Dropping—And How to Stay on Track
In the world of investing, market corrections are a normal part of the cycle. However, when they happen, they can cause uncertainty and fear among investors. The recent fluctuations in…
Read MoreCreating Multigenerational Wealth: Strategies For Each Generation
Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth and inheritance isn’t the easiest conversation to start. It can be uncomfortable, sensitive, or even something you simply…
Read MoreNavigating Economic Trends: State of the Union Market Update with Guy Riccardi
Navigating Economic Trends: State of the Union Market Update with Guy Riccardi As we reflect on the past year, it’s clear that the markets experienced another strong performance, with broader…
Read MoreQ4 2024 MARKET REPORT
Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald…
Read MoreElections Myths
Elections Myths What do presidential elections mean for your portfolio? Should you change your investing strategy based on who wins? Elections bring a lot of noise, and I wanted to…
Read MoreThe Fed Move, Election Implications, and More
The Fed Move, Election Implications, and More As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat…
Read MoreThe Retirement Shift
As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage…
Read MoreCorrelation vs Diversification
Correlation vs Diversification When it comes to investing, the term “diversification” is often thrown around like pixie dust. Many people believe that simply having a variety of funds…
Read MoreMay Friday Focus – Pulling the Curtain on Financial Advisors
Financial Advisors – May Friday Focus – Pulling the Curtain on Financial Advisors Pulling the Curtain on Financial Advisors What is a financial advisor? Who are financial advisors?…
Read MoreThe World of Bonds
The World of Bonds The Conservative 60/40 Portfolio The World of Bonds – In the quest for a conservative investment approach, many investors often turn to bonds as a…
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