Featured Blogs
The Election and The Market
Let’s talk about the election and the market. As you know, the market experiences quite a bit of volatility around election time and we’re here to talk post-election and what…
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Health Insurance After Retirement
Health Insurance After Retirement Answering the health insurance question of where you’re going to get health coverage sometimes becomes one of the biggest hurdles to retirement or one of the…
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How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market? Michelle Bertram: “How is the election going to affect the market?” That’s a question I hear continually, almost every day right…
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How Will The Election Affect The Stock Market?
How is the election going to affect the stock market? That’s a very popular question right now at Bertram Financial. I’ve heard people’s hate and fears from both sides,…
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Do I Need Life Insurance?
For just coming out of September and life insurance awareness month I thought I’d take some time and talk about the question, “Do I need life insurance in my retirement…
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The Greatest Threat to Retirement is Procrastination
What do you think is the greatest threat to your retirement? Is it this election and who may win? Maybe you think it’s the Democrats, maybe you think it’s…
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Conservation Easements and Opportunity Zones
Conservation easements and opportunity zones can be a great way to reduce your taxes, especially if you’re a high-income earner or deal with the buying and selling of a business…
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Should I Buy Gold and Silver?
hould I Buy Gold and Silver? Should I Buy Gold and Silver? That’s a question we often hear. In fact, in this last year, it has become more and…
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