Category: Investment Positioning
Common Portfolio Wisdom Why Diversification Isn’t a Magic Shield
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: 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
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
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...

Balanced Look at This Investment Strategy
A Balanced Look at This Investment Strategy

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

Balanced Look at This Investment Strategy
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
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
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

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

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

What Is An Annuity?
What Is An Annuity?

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

What Is An Annuity?
What Is An Annuity?

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

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

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

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

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

Correlation vs diversification by bertram financial
Correlation vs Diversification

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

Correlation vs diversification by bertram financial
Correlation vs Diversification

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

The World of Bonds By Michelle Bertram
The World of Bonds

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

The World of Bonds By Michelle Bertram
The World of Bonds

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

Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
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 by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

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

The Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

The Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

Tax Talk - How different Investments Are Taxed
Tax Talk – How different Investments Are Taxed

Tax Talk – How different Investments Are Taxed In the latest market...

Tax Talk - How different Investments Are Taxed
Tax Talk – How different Investments Are Taxed

Tax Talk – How different Investments Are Taxed In the latest market...

A number of things to do and 1 thing to NOT do
A number of things to do and 1 thing to NOT do

A number of things to do and 1 thing to NOT do...

A number of things to do and 1 thing to NOT do
A number of things to do and 1 thing to NOT do

A number of things to do and 1 thing to NOT do...

Green Money: A Financial World's Hidden Gem
Green Money: Finance’s Hidden Gem

Green Money: The Best Kept Secret In The Financial World Let’s take...

Green Money: A Financial World's Hidden Gem
Green Money: Finance’s Hidden Gem

Green Money: The Best Kept Secret In The Financial World Let’s take...

The 3 M's of Money Managment
The 3 M’s of Money Managment

The 3 M’s of Money Managment The three M’s of Money Management...

The 3 M's of Money Managment
The 3 M’s of Money Managment

The 3 M’s of Money Managment The three M’s of Money Management...

April market volatility insight.
April market volatility insight

April Power Hour – Understanding Market Volatility and Rising Interest Rates April...

April market volatility insight.
April market volatility insight

April Power Hour – Understanding Market Volatility and Rising Interest Rates April...

Investment Vehicles - What Is Yellow Money?
Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

Investment Vehicles - What Is Yellow Money?
Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

I don't want to lose money, what do I do?
I don’t want to lose money! What should I do?

  I have never heard anyone say they want to lose money!...

I don't want to lose money, what do I do?
I don’t want to lose money! What should I do?

  I have never heard anyone say they want to lose money!...

April market volatility insight.
March Power Hour – Investment Strategies

March Power Hour – Investment Strategies CLICK HERE to watch the full...

April market volatility insight.
March Power Hour – Investment Strategies

March Power Hour – Investment Strategies CLICK HERE to watch the full...

February Power Hour - The Smartest Investment
February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment Below are some of the...

February Power Hour - The Smartest Investment
February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment Below are some of the...