Getting Real with a Financial Advisor - Answering the Tough Questions

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First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

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...

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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