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Category: Investment Positioning
December Market Update - Tax Harvesting
December Market Update – Tax Harvesting

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

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December Market Update - Tax Harvesting
December Market Update – Tax Harvesting

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

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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April market volatility insight.
April market volatility insight

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

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April market volatility insight.
April market volatility insight

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

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

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

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

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

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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!...

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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!...

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April market volatility insight.
March Power Hour – Investment Strategies

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

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April market volatility insight.
March Power Hour – Investment Strategies

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

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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 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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