Category: Investment Positioning
New Opportunity for Lazy Money
New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

New Opportunity for Lazy Money
New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

Securing Retirement: Part 2
Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Securing Retirement: Part 2
Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Risks and How To Protect Your Money & Retirement Income
Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Risks and How To Protect Your Money & Retirement Income
Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Does Indexing Work? 
Does Indexing Work? 

Does Indexing Work? Using an indexing strategy the right way is similar...

Does Indexing Work? 
Does Indexing Work? 

Does Indexing Work? Using an indexing strategy the right way is similar...

Timing Is Not The Key...Time In The Market Is
Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

Timing Is Not The Key...Time In The Market Is
Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

Lazy Money
Lazy Money

Success is defined in many ways, but I would say for someone...

Lazy Money
Lazy Money

Success is defined in many ways, but I would say for someone...

Stocks vs. Other Investments: Common Wisdom
Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments?   Stocks...

Stocks vs. Other Investments: Common Wisdom
Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments?   Stocks...

Picture of Wall Street and the American Flag - Investments - Bertram Financial
Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Picture of Wall Street and the American Flag - Investments - Bertram Financial
Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Are Bonds A Safe Way To Invest?
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?

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

Good Investment Fund
How Do I Choose A Good Fund To Invest In?

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

Good Investment Fund
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?
Should You Rebalance Your Portfolio?

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

Should You Rebalance Your Portfolio?
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?

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?

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...