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Getting Real with a Financial Advisor - Answering the Tough Questions

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Mutual Funds vs. Stocks: Here's the Truth
Correlation vs diversification by bertram financial
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Financial Personalities
Financial Personality

  Financial Personalities: My son Asher has quite an entertaining personality. Whether...

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Financial Personalities
Financial Personality

  Financial Personalities: My son Asher has quite an entertaining personality. Whether...

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Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

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Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

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Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.
Asset distribution plan

Asset distribution plan We’ve been talking this summer about the three different...

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Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.
Asset distribution plan

Asset distribution plan We’ve been talking this summer about the three different...

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Prepare for incapacity
Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things...

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Prepare for incapacity
Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things...

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First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

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First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

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4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

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4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

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Inflation is back
Inflation Is Back: What Rising Rates Mean for Your Retirement Plan

Just when things felt like they were settling down, tensions with Iran...

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Inflation is back
Inflation Is Back: What Rising Rates Mean for Your Retirement Plan

Just when things felt like they were settling down, tensions with Iran...

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retirement is more than money
Retirement Is More Than Money: How to Reimagine Life After Your Career

Ask ten people what retirement means, and you will get ten different...

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retirement is more than money
Retirement Is More Than Money: How to Reimagine Life After Your Career

Ask ten people what retirement means, and you will get ten different...

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We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL