Featured Blogs
Individual Stocks vs Mutual Funds and ETFs
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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April Friday Focus: Upcoming Election and Your Retirement
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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Easter Bunnies Versus The Real Meaning Of Easter
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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Bertram Financial: How to Stress Test Your Financial Portfolio
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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Friday Focus: Buyer Beware
Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions, we delve into the intricate details of these…
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First Friday Focus Annual Financial State Of The Union
A Mission Critical Look at Market Shifts in 2023: As we pause to think about how remarkable 2023 has been, we would be remised if we didn’t take the time…
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Different Types of Advisors and how to choose the right one
Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a recent conversation with a retired business leader, I gained valuable insights into…
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Year-End Planning: What’s Important and What’s Not
As we find ourselves in the midst of the festive season, it’s heartening to have you alongside as we delve into crucial considerations that often extend beyond the immediate financial…
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