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Getting Real with a Financial Advisor - Answering the Tough Questions

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The Retirement Shift Presented By Bertram Financial

The Retirement Shift

May 22, 2024

  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 your…

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Correlation vs diversification by bertram financial

Correlation vs Diversification

May 15, 2024

  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 in their portfolio means…

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Pulling the Curtain on Financial Advisors by michelle bertram

May Friday Focus – Pulling the Curtain on Financial Advisors

May 8, 2024

  Pulling the Curtain on Financial Advisors What is a financial advisor? Who are financial advisors? Are financial advisors important especially in today’s world with robo investing and online platforms?…

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The World of Bonds By Michelle Bertram

The World of Bonds

May 1, 2024

  The Conservative 60/40 Portfolio In the quest for a conservative investment approach, many investors often turn to bonds as a primary component of their portfolio mix. Traditionally, this strategy…

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Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi

Individual Stocks vs Mutual Funds and ETFs

April 24, 2024

Today, I’m excited to delve into a topic that’s unique to how we manage accounts as we talk about the rationale behind building our portfolios primarily with individual stocks rather…

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Upcoming election and your retirement by bertram financial

April Friday Focus: Upcoming Election and Your Retirement

April 17, 2024

  As election season approaches, many find themselves facing uncertainty about how political events will impact their financial well-being and their retirement. From market volatility to potential changes in tax…

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The Easter Bunny By Bertram Financial

Easter Bunnies Versus The Real Meaning Of Easter

April 3, 2024

  Have you ever found yourself questioning the peculiarities of life, such as a snowstorm in April or the curious blend of Easter bunnies with the profound celebration of resurrection?…

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How to Stress Test Your Financial Portfolio By Bertram Financial

Bertram Financial: How to Stress Test Your Financial Portfolio

March 29, 2024

  In the realm of investment management, ensuring the effectiveness of your portfolio strategy is paramount. It’s not just about knowing what funds you hold or their current balances; it’s…

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