Posts by bertram

Inspiring Women (part 2)

Women – Despite all the challenges you face, you continue to revolutionize your role with money, yet you probably still have many questions such as, “How do I find the information I need?” and “Who should I work with?” In an Allianz study, they found woman respond to those questions and others by assuming one of…

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Inspiring Women (part 1)

My Name is Jane… I raised my kids, have worked at a local business steadily contributing to my 401k and feel I should be on track to retire… but I’m not so sure. My husband handled all the household finance and investing, I kept the bills paid and the checkbook balanced. I have read some…

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What’s UP or should I say DOWN with the Stock Market?

In the past month, we have seen the market take big losses two different times. What does that mean? Where are we headed? I was recently asked to talk about this on Madison in the Morning with host Robin Colbert. (you can listen to the recording here.) The truth is, we are heading into a…

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Common Portfolio Wisdom – “CASH IS TRASH”

Pros – During times of great market opportunity, cash instruments usually won’t outperform inflation and taxes. Cons – Cash is a great tool to protect portfolios from large long-term loss during market downturns. Preserves capital to be used at better opportunities. Axiom – There are three main goals we have when investing money, safety, liquidity,…

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More than Money – Life Reimagined part 2

Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define retirement; there is one thing in retirement that everyone is striving for, financial peace and security to live the lifestyle they want. It’s not being tied…

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Common Portfolio Wisdom – “INFORMATION = POWER AND SOPHISTICATION”

Pros – Accurate information is important. Investors have access to more information now due to the Internet.  Cons – Power through information is weakened since everybody has access to the Internet. Too much information. Emotions tend to rule over facts. Axiom – Information is no longer power. Power now comes from the correct interpretation of…

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