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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
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Financial Tips

Individual Stocks vs Mutual Funds and ETFs

By Michelle Bertram | April 24, 2024 | 0
Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi

 Today, I’m excited to delve into a topic that’s unique to how we manage accounts as we talk about the rationale behind building our portfolios primarily with rather than…

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Bertram Financial: How to Stress Test Your Financial Portfolio

By Michelle Bertram | March 29, 2024 | 0
How to Stress Test Your Financial Portfolio By Bertram Financial

Bertram Financial: How to Stress Test Your Financial Portfolio  Bertram Financial: How to Stress Test Your Financial Portfolio – In the realm of investment management, ensuring the effectiveness of…

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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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Year-End Planning: What’s Important and What’s Not

By Michelle Bertram | December 6, 2023 | 0
Year-End Planning: What's Important and What's Not

As we find ourselves in the midst of the festive season, it’s heartening to have you alongside as we delve into crucial considerations that often extend beyond the immediate financial…

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Maximizing Charitable Giving with your IRA

By Michelle Bertram | November 29, 2023 | 0
Bertram Financial Discusses maximizing charitable giving with your IRA

Let’s take a closer look into the interconnected themes of charitable giving and minimum distributions from IRAs, exploring the nuanced strategy of Qualified Charitable Distributions (QCDs) and how they can…

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Long Term Care Awareness Month – Common MisConceptions.

By Michelle Bertram | November 15, 2023 | 0
Common MisConceptions

Common MisConceptions – As we navigate the twists and turns of life, certain topics demand our attention, and one such critical aspect is long-term care. With November designated as National…

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Tax Talk – The Hidden Healthcare Tax

By Michelle Bertram | October 18, 2023 | 0
Bertram Financial - Tax Talk - The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many of us eagerly anticipate. With the changing leaves, cooler temperatures, and the return of football, it’s a beautiful…

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Planning for Healthcare in Retirement

By Michelle Bertram | October 11, 2023 | 0
Bertram Financials First Friday Focus - Planning for Healthcare in Retirement

First Friday Focus: Planning for Healthcare in Retirement First Friday Focus: Planning for Healthcare in Retirement:As the seasons change and we transition into fall, it’s a fitting time to discuss…

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Deciphering Fed – Managing Market

By Michelle Bertram | October 4, 2023 | 0
Deciphering Fed - Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering the Federal Reserve Meeting: What it Means for Your Investments We understand that parsing through Federal Reserve statements…

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  • Steady Through the Storm: Finding Calm Amid Global Tensions
  • 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

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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/.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of this information contained shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC insured.

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