Archive for March 2018

AE Wealth Report – PROSPECTS FOR VOLATILITY IN 2018

The Wealth Report is produced by AE Wealth to help educate our clients and their families on important financial topics. Providing a solid financial education is foundational in building wealth. Please pass the Wealth Report on to anyone you know that may benefit from the topic at hand. CLICK HERE to READ this Wealth Report…

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What are bond alternatives?

This weeks question came in by Hannah in Hazel Green, WI What are bond alternatives? We call bond alternatives Green Money, Protected Growth assets. They offer potentially moderate returns, are tax-deferred or tax free and offer partial withdrawals. The principal is protected, and previous years gains are retained as interest. The annual returns on these…

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Podcast – VIX is High and What about Bond Alternatives?

Listen, learn and share as Michelle shares about the VIX and Bond Alternatives – 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…

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Radio Clip – What are bond alternatives?

Listen, learn and share 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…

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Relay for Life!!!

Teams are gearing up to raise money for Relay for Life this spring. We wanted to pass along the events near us and more details on how they help. Relay is a team fundraising event where team members take turns walking around a track or designated path. Each event is 6-24 hours in length and each…

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Podcast – Are bonds a Safe Investment?

_ Listen, Learn and Share as Michelle shares if bonds are a safe investment – 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…

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Radio Clip – Are bonds a Safe way to Invest?

Listen, Learn and Share as Michelle talks about Investing in Bonds! ________________________________________________________________________________________ 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…

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Question of the Week – Are bonds a safe way to invest?

This week questions comes in from Bonnie in Hazel Green, WI Are bonds a safe way to invest? It is often thought that moving to bonds is a safe alternative to investing in stocks, and while the risk in bonds is less, there still is risk. Simply put, when you invest in a traditional bond,…

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What do people need most?

This week we conclude with the lessons that we learnt through the book ‘The Noticer’! We hope you enjoyed these lessons as well. If you have not read the book, I highly recommend it. So many valuable life lessons… So many stories we can all relate to… So many things to learn…   To conclude…

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Podcast – Tax, Market and Roth IRA’s

Listen, Learn and Share as Michelle shares about Tax and Market Questions that are in the News and if you should convert to a ROTH IRA? 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…

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