Featured Blogs
The 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 your…
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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 in their portfolio means…
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May Friday Focus – Pulling the Curtain on 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? Are financial advisors important…
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The World of Bonds
The World of Bonds 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…
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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
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.…
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Easter Bunnies Versus The Real Meaning Of Easter
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…
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Bertram Financial: How to Stress Test Your Financial Portfolio
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…
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