Featured Blogs
How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes? I think it’s safe to say that none of us need to be reminded an election is coming up this year.…
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What Are The Fees?
What Are The Fees? That’s a question we often get. What is the fee to work with us? What are the fees that I’m currently paying on my account? Are…
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Are Bonds A Safe Way To Invest?
Are Bonds A Safe Way To Invest? We often hear the question at Bertram Financial. When determining whether bonds are a safe way to invest, conventional wisdom tells us that…
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Retirement Planning – Where Do I Start?
Retirement Planning – Where Do I Start? The other night it was about 11:30 pm, I’m sleeping, and I heard something fly into my room. Wake up a little bit…
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How Do I Choose A Good Fund To Invest In?
I have two boys, Asa and Asher, and they make everything a competition. Oftentimes I’ll hear, “Hey, I’m the first one to eat all my food” or “I’m the first…
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Can You Afford Long Term Care?
On the radio someone texted in a question for me that I want to make sure we answer for everyone. The question was, “How does long term care fit…
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Should You Rebalance Your Portfolio?
Should You Rebalance Your Portfolio? Portfolio Rebalancing Do you ever read an article that just kind of makes you kind of tense up and go, “Oh!” ???? You tense up…
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Live and Leave A Legacy
Will You Leave A Legacy? In the past week, I’ve had to attend a couple of funerals. One was for a young girl, only 24, killed tragically in a car…
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