Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Linkedin-in Facebook-f Youtube
schedule a virtual coffee chat
Free Financial Plan
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...

Read More
Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

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

Read More
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...

Read More
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...

Read More
Picture of Financial Advisor - Michelle Bertram
Should I Sell?

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

Read More
Picture of Financial Advisor - Michelle Bertram
Should I Sell?

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

Read More
Invest Using Bonds - Michelle Betram
Beware of Bonds

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

Read More
Invest Using Bonds - Michelle Betram
Beware of Bonds

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

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

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

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

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

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
The Election and The Market
The Election and The Market

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

Read More
The Election and The Market
The Election and The Market

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

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
December Market Update - Tax Harvesting
December Market Update – Tax Harvesting

December Market Update – Tax Harvesting This is the last market update...

Read More
December Market Update - Tax Harvesting
December Market Update – Tax Harvesting

December Market Update – Tax Harvesting This is the last market update...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
April market volatility insight.
April market volatility insight

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

Read More
April market volatility insight.
April market volatility insight

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

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

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

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

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

Read More
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!...

Read More
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!...

Read More
April market volatility insight.
March Power Hour – Investment Strategies

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

Read More
April market volatility insight.
March Power Hour – Investment Strategies

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

Read More