Category: Investment Positioning

Common Portfolio Wisdom: Why Diversification Isn’t a Magic Shield

Common Portfolio Wisdom: When it comes to investing, one piece of advice...

Common Portfolio Wisdom: Why Diversification Isn’t a Magic Shield

Common Portfolio Wisdom: When it comes to investing, one piece of advice...

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...

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...

A Balanced Look at This Investment Strategy

The “Sell in May and Go Away” strategy is a well-known adage...

A Balanced Look at This Investment Strategy

The “Sell in May and Go Away” strategy is a well-known adage...

Do Stocks Always Outperform Other Investments? Let’s Talk About the Full Truth

You’ve probably heard it time and time again: “Stocks (aka the stock...

Do Stocks Always Outperform Other Investments? Let’s Talk About the Full Truth

You’ve probably heard it time and time again: “Stocks (aka the stock...

The Fed Move, Election Implications, and More

The Fed Move, Election Implications, and More As a parent, I...

The Fed Move, Election Implications, and More

The Fed Move, Election Implications, and More As a parent, I...

What Is An Annuity?

Annuity. When you hear that word, some people have a reaction. Sometimes...

What Is An Annuity?

Annuity. When you hear that word, some people have a reaction. Sometimes...

The Retirement Shift

As you approach retirement, a significant shift in mindset and...

The Retirement Shift

As you approach retirement, a significant shift in mindset and...

Correlation vs Diversification

Correlation vs Diversification When it comes to investing, the term...

Correlation vs Diversification

Correlation vs Diversification When it comes to investing, the term...

The World of Bonds

The World of Bonds The Conservative 60/40 Portfolio The World of...

The World of Bonds

The World of Bonds The Conservative 60/40 Portfolio The World of...

Individual Stocks vs Mutual Funds and ETFs

Today, I’m excited to delve into a topic that’s unique to...

Individual Stocks vs Mutual Funds and ETFs

Today, I’m excited to delve into a topic that’s unique to...

Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial:...

Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial:...

Friday Focus: Buyer Beware

Friday Focus: Buyer Beware Friday Focus: Buyer Beware- Embarking on a...

Friday Focus: Buyer Beware

Friday Focus: Buyer Beware Friday Focus: Buyer Beware- Embarking on a...

refinancing-reversed – Capitalizing on Rates

refinancing-reversed – Capitalizing on Rates Over the past year or so, there...

refinancing-reversed – Capitalizing on Rates

refinancing-reversed – Capitalizing on Rates Over the past year or so, there...

Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Important Memo – FDIC Bankers Lack Confidence in the FDIC

The FDIC is what insures your bank deposits and knowing something is...

Important Memo – FDIC Bankers Lack Confidence in the FDIC

The FDIC is what insures your bank deposits and knowing something is...

The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy...

The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy...

Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just...

January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just...

December Market Update – Tax Harvesting

December Market Update – Tax Harvesting This is the last market update...

December Market Update – Tax Harvesting

December Market Update – Tax Harvesting This is the last market update...