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Category: Investment Positioning
Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

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

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Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

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

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Picture of Gold and Silver Bars - Bertram Financial
Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

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Picture of Gold and Silver Bars - Bertram Financial
Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

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Picture of Financial Advisor - Michelle Bertram
Should I Sell?

I was just on a phone call this week reviewing a client’s...

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Picture of Financial Advisor - Michelle Bertram
Should I Sell?

I was just on a phone call this week reviewing a client’s...

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Invest Using Bonds - Michelle Betram
Beware of Bonds

There are different methods to invest using bonds, and many think this...

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Invest Using Bonds - Michelle Betram
Beware of Bonds

There are different methods to invest using bonds, and many think this...

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Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

I want to talk today about tax planning and how it relates...

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Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

I want to talk today about tax planning and how it relates...

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The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

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The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

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The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

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The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

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The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

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The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

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How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

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How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

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How Will The Election Affect The Stock Market?
How Will The Election Affect The Stock Market?

How is the election going to affect the stock market? That’s a...

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How Will The Election Affect The Stock Market?
How Will The Election Affect The Stock Market?

How is the election going to affect the stock market? That’s a...

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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...

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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...

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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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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...

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

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

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

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

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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