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  • Home
  • Our Team
  • Work With Us
    • Financial Planning
    • Speaking
    • Estate Preservation
    • Tax Planning
  • Blog
  • Resources
    • Book – “Creating Your Dream Retirement”
    • Financial Planning from a Christian’s Perspective
    • Colors of Money – free ebook
    • Life Balance
    • Radio Interviews
    • Friends and Family
    • Virtual Coffee Chat
    • The Retirement Toolkit
    • The Women’s Retirement Toolkit
  • FAQs
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Advisor

Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025

By Michelle Bertram | June 16, 2025 | 0
Market Insights Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025

Market Insights: The financial markets the end of May were a rollercoaster, driven by shifting trade policies, resilient corporate earnings, and cooling inflation. As investors navigated tariff uncertainties, strong Q1…

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The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement

By Michelle Bertram | May 25, 2025 | 0
The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement

As retirement draws closer, many people experience a shift—not just emotionally or mentally—but financially as well. This shift requires more than simply saving and hoping your portfolio grows. It’s what…

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Market Update – Selloffs, Tariffs and Trade Oh My

By Michelle Bertram | April 8, 2025 | 0
Market Update - Selloffs, Tariffs and Trade

 Market Update – Selloffs, Tariffs and Trade – In the past few days, the market has seen some significant shifts, leading to questions, concerns, and even some fear. If…

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Market Volatility, Retirement Strategies, and the Power of Purpose-Driven Living

By Michelle Bertram | April 1, 2025 | 0
Market Volatility, Retirement Strategies, and the Power of Purpose-Driven Living

Welcome back to the Dream Retirement Podcast! After a short break, we’re excited to resume our discussions on financial security, retirement planning, and investment strategies. In this post, we’ll cover…

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The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

By Michelle Bertram | March 26, 2025 | 0
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets Remember When Bouncing Back Was Easy? Think back to when you were a kid. You’d fall off your bike, scrape…

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Why the Market is Dropping—And How to Stay on Track

By Michelle Bertram | March 17, 2025 | 0
Why the Market is Dropping—And How to Stay on Track

In the world of investing, market corrections are a normal part of the cycle. However, when they happen, they can cause uncertainty and fear among investors. The recent fluctuations in…

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Creating Multigenerational Wealth: Strategies For Each Generation

By Michelle Bertram | March 12, 2025 | 0
Creating Multigenerational Wealth Strategies For Each Generation

Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth and inheritance isn’t the easiest conversation to start. It can be uncomfortable, sensitive, or even something you simply…

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The Fed Move, Election Implications, and More

By Michelle Bertram | October 8, 2024 | 0
the Fed Move, Election Implications, and More

The Fed Move, Election Implications, and More  As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat…

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Best Top 3 Financial Resolutions That You Can Accomplish

By Michelle Bertram | January 17, 2024 | 0
The Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty of snow-covered landscapes invites contemplation on the symbiotic relationship between beauty and effort. It’s a sentiment akin to…

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Different Types of Advisors and how to choose the right one

By Michelle Bertram | January 3, 2024 | 0
Different Types of Advisors and how to choose the right one

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…

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Recent Posts

  • Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025
  • The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
  • A Balanced Look at This Investment Strategy
  • Don’t Overlook This One Thing in Retirement Planning: Survivor Income
  • Do Stocks Always Outperform Other Investments? Let’s Talk About the Full Truth

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

 

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