Featured Blogs
Easter Bunnies Versus The Real Meaning Of Easter
Easter Bunnies Versus The Real Meaning Of Easter Have you ever found yourself questioning the peculiarities of life, such as a snowstorm in April or the curious blend of…
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Bertram Financial: How to Stress Test Your Financial Portfolio
Bertram Financial: How to Stress Test Your Financial Portfolio – In the realm of investment management, ensuring the effectiveness of your portfolio strategy is paramount. It’s not just about knowing…
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Friday Focus: Buyer Beware
Friday Focus: Buyer Beware Friday Focus: Buyer Beware- Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions,…
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First Friday Focus Annual Financial State Of The Union
A Mission Critical Look at Market Shifts in 2023: As we pause to think about how remarkable 2023 has been, we would be remised if we didn’t take the time…
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Different Types of Advisors and how to choose the right one
Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a recent conversation with a retired business leader, I gained valuable insights into…
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Year-End Planning: What’s Important and What’s Not
As we find ourselves in the midst of the festive season, it’s heartening to have you alongside as we delve into crucial considerations that often extend beyond the immediate financial…
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Maximizing Charitable Giving with your IRA
Let’s take a closer look into the interconnected themes of charitable giving and minimum distributions from IRAs, exploring the nuanced strategy of Qualified Charitable Distributions (QCDs) and how they can…
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Long Term Care Awareness Month – Common MisConceptions.
As we navigate the twists and turns of life, certain topics demand our attention, and one such critical aspect is long-term care. With November designated as National Long-Term Care Awareness…
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