The Retirement Shift

The Retirement Shift Presented By Bertram Financial

  As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage your…

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The World of Bonds

The World of Bonds By Michelle Bertram

  The Conservative 60/40 Portfolio In the quest for a conservative investment approach, many investors often turn to bonds as a primary component of their portfolio mix. Traditionally, this strategy…

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