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Category: Investment Positioning
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...

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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...

Read More
How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

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

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

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

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Friday Focus: Buyer Beware
Friday Focus: Buyer Beware

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

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Friday Focus: Buyer Beware
Friday Focus: Buyer Beware

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

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refinancing-reversed - Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates

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

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refinancing-reversed - Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates

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

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Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

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

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Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

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

Read More
Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

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

Read More
Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

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

Read More
Important Memo – FDIC Bankers Lack Confidence in the FDIC

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

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Important Memo – FDIC Bankers Lack Confidence in the FDIC

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

Read More
The Magic of Green Money
The Magic of Green Money

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

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The Magic of Green Money
The Magic of Green Money

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

Read More
Suprise! Taxes from Investments
Suprise! Taxes from Investments

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

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Suprise! Taxes from Investments
Suprise! Taxes from Investments

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

Read More
January Market Update - The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead

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

Read More
January Market Update - The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead

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

Read More
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...

Read More
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...

Read More
How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

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

Read More
How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

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

Read More
Friday Focus: Buyer Beware
Friday Focus: Buyer Beware

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

Read More
Friday Focus: Buyer Beware
Friday Focus: Buyer Beware

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

Read More
refinancing-reversed - Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates

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

Read More
refinancing-reversed - Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates

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

Read More
Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

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

Read More
Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

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

Read More
Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

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

Read More
Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

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

Read More
Important Memo – FDIC Bankers Lack Confidence in the FDIC

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

Read More
Important Memo – FDIC Bankers Lack Confidence in the FDIC

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

Read More
The Magic of Green Money
The Magic of Green Money

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

Read More
The Magic of Green Money
The Magic of Green Money

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

Read More
Suprise! Taxes from Investments
Suprise! Taxes from Investments

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

Read More
Suprise! Taxes from Investments
Suprise! Taxes from Investments

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

Read More
January Market Update - The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead

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

Read More
January Market Update - The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead

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

Read More