Financial Tips
The World of Bonds
The World of Bonds The Conservative 60/40 Portfolio The World of Bonds – In the quest for a conservative investment approach, many investors often turn to bonds as a…
Read MoreIndividual Stocks vs Mutual Funds and ETFs
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…
Read MoreBertram Financial: How to Stress Test Your Financial Portfolio
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…
Read MoreBest 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…
Read MoreDifferent 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…
Read MoreYear-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…
Read MoreMaximizing 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…
Read MoreLong Term Care Awareness Month – 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…
Read MoreTax 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…
Read MorePlanning 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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