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Mutual Funds vs. Stocks: Here's the Truth
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401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

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401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

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Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin
Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

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Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin
Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

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Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

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Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

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Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

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Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

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Picture of Gold and Silver Bars - Bertram Financial
Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

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Picture of Gold and Silver Bars - Bertram Financial
Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

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When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

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When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

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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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Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse
Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse

The holiday season brings something special—that warm feeling when we support causes...

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Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse
Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse

The holiday season brings something special—that warm feeling when we support causes...

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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