Archive for January 2018

Podcast – Time to get more aggressive?

_ Listen and learn if now is the time to get more aggressive in the market or take some gains off the table with Michelle- here!!! _______________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business…

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Radio Clip – The stock market keeps hitting new highs, should I be more aggressive?

Listen and learn with Michelle!!! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her clients. Michelle Bertram and Beverly Bertram are authors of…

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Podcast – What is the Best Investment in 2018?

Listen and Learn what the Best Investment of 2018 is with Michelle Here!!!   ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her…

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Radio Clip – What is the Best Investment in 2018?

Every year brings a new opportunity to invest wisely, listen and learn what 2018’s best investment is with Michelle! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning…

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What the Best Investment in 2018?

This weeks question comes from Pat in Belmont, WI! What’s the Best Investment in 2018? That’s a great question, Pat! It is always good to be proactively looking for good opportunities. The answer to that question depends on what your goals are, but I do know of one investment that is “the best” for everyone. Benjamin…

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Annual Haiti Update!

On our annual trip Feb of 2017, we were able to buy new mattresses for one of the orphanages!!!Sent 26 teenagers from our orphanages to a youth retreat!!! Took all four orphanages (about 130 kids plus staff) to the beach for a fun day in the sun!!! Connected with an American couple in Haiti to…

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Podcast – The tax reform is signed!!!

Listen and learn about the Tax Reform and what it is all about now that it is signed with Michelle! ____________________________________________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement…

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Radio Clip – The tax reform, so what’s it all about?

Listen and learn with Michelle! ____________________________________________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her clients. Michelle Bertram and Beverly Bertram are authors of…

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The tax reform is signed, so what’s it all about?

This weeks questions comes in from Everyone! The tax reform is signed, so what’s it all about?  The Tax Cuts and Jobs Act was passed to end of December take effect in 2018. None of this will affect your current, 2017 tax filling. My aim is to give you a super simple overview with notes…

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