Investment Positioning
Don’t Overlook This One Thing in Retirement Planning: Survivor Income
Survivor Income – When planning for retirement, most people focus on one thing—ensuring a steady stream of income once the paychecks stop. That’s a smart move. After all, when you…
Read MoreWho’s the Real Beneficiary of Your Hard Work? Estate Planning Mistakes to Avoid in 2025
Estate Planning Mistakes to Avoid in 2025 – When we hear the term beneficiary, most of us instantly think about who’s going to inherit our money or property when we…
Read MoreMarket Update – Selloffs, Tariffs and Trade Oh My
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…
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 MoreDeciphering 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…
Read Morerefinancing-reversed – Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the actions taken by the Federal Reserve…
Read MoreLong-Term Investment Strategy Valid
Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…
Read More4 Ways to Reduce or Avoid Capital Gains Tax
Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…
Read MoreApril Power Hour -Take Charge of Your Taxes
Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…
Read MoreImportant Memo – FDIC Bankers Lack Confidence in the FDIC
The FDIC is what insures your bank deposits and knowing something is FDIC insured, often gives people a sense of comfort or security. However, Wall Street Silver on Twitter recently…
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