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The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

The Collaborative - Taxes
The Collaborative – Tax Incentives

Michelle Bertram We’ve been talking a lot about taxes the fast few...

The Collaborative - Taxes
The Collaborative – Tax Incentives

Michelle Bertram We’ve been talking a lot about taxes the fast few...

The Collaborative - Taxes
The Collaborative – Advanced Tax Planning

The Collaborative – Advanced Tax Planning Michelle Bertram: Alright, everyone. So taxes...

The Collaborative - Taxes
The Collaborative – Advanced Tax Planning

The Collaborative – Advanced Tax Planning Michelle Bertram: Alright, everyone. So taxes...

Tax Talk
Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Tax Talk
Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Tax Talk
Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

Tax Talk
Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

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