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Mutual Funds vs. Stocks: Here's the Truth
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Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

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Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

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Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.
Asset distribution plan

Asset distribution plan We’ve been talking this summer about the three different...

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Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.
Asset distribution plan

Asset distribution plan We’ve been talking this summer about the three different...

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Prepare for incapacity
Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things...

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Prepare for incapacity
Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things...

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First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

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First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

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4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

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4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

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Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

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Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

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Tax Loss Harvesting: The Year-End Strategy That Could Save You Thousands
Tax Loss Harvesting: The Year-End Strategy That Could Save You Thousands

Picture this: You’re sitting at your kitchen table in late December, coffee...

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Tax Loss Harvesting: The Year-End Strategy That Could Save You Thousands
Tax Loss Harvesting: The Year-End Strategy That Could Save You Thousands

Picture this: You’re sitting at your kitchen table in late December, coffee...

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December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

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December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

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We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL