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Power of Attorney - The Most Important Document
Power of Attorney – The Most Important Document

Why do you need a power of attorney? Let’s imagine that you...

Power of Attorney - The Most Important Document
Power of Attorney – The Most Important Document

Why do you need a power of attorney? Let’s imagine that you...

Picture of Wall Street and the American Flag - Investments - Bertram Financial
Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Picture of Wall Street and the American Flag - Investments - Bertram Financial
Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Market Update
Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

Market Update
Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin
Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin
Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Market Evolution
State of the Union: What’s in the Mix for 2026 – AI & The Shift Beyond Big Tech

Over the past few years, investors have experienced one of the strongest...

Market Evolution
State of the Union: What’s in the Mix for 2026 – AI & The Shift Beyond Big Tech

Over the past few years, investors have experienced one of the strongest...

Gold and Silver Prices
Gold and Silver Prices Surge to Record Highs: What Financial Advisors and Investors Must Know in 2026

History doesn’t repeat itself, but it often echoes—and the current precious metals...

Gold and Silver Prices
Gold and Silver Prices Surge to Record Highs: What Financial Advisors and Investors Must Know in 2026

History doesn’t repeat itself, but it often echoes—and the current precious metals...

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