Category: Investment Positioning

Are Bonds A Safe Way To Invest?

Are Bonds A Safe Way To Invest? We often hear the question...

Are Bonds A Safe Way To Invest?

Are Bonds A Safe Way To Invest? We often hear the question...

How Do I Choose A Good Fund To Invest In?

I have two boys, Asa and Asher, and they make everything a...

How Do I Choose A Good Fund To Invest In?

I have two boys, Asa and Asher, and they make everything a...

Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of...

Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of...

Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of...

Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of...

Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

SECURE Act (part 3)

SECURE Act (part 3) A SECURE Act provision will make it easier...

SECURE Act (part 3)

SECURE Act (part 3) A SECURE Act provision will make it easier...

SECURE Act (part 2)

SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail...

SECURE Act (part 2)

SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail...

Creating a Strong Portfolio and Honoring Veterans

Creating a Strong Portfolio and Honoring Veterans: There are four basic investing...

Creating a Strong Portfolio and Honoring Veterans

Creating a Strong Portfolio and Honoring Veterans: There are four basic investing...

Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

Behind the Mask of an Industry Giant

With Halloween, you have probably just said your fair share of masks...

Behind the Mask of an Industry Giant

With Halloween, you have probably just said your fair share of masks...

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...