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Free Financial Plan
Category: Investment Positioning
February Power Hour - The Smartest Investment
February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment Below are some of the...

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February Power Hour - The Smartest Investment
February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment Below are some of the...

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New Opportunity for Lazy Money
New Opportunity for Lazy Money

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

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New Opportunity for Lazy Money
New Opportunity for Lazy Money

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

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Securing Retirement: Part 2
Securing Retirement: Part 2

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

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Securing Retirement: Part 2
Securing Retirement: Part 2

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

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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...

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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...

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Does Indexing Work? 
Does Indexing Work? 

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

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Does Indexing Work? 
Does Indexing Work? 

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

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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...

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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...

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A 5 Star Rating Equals A Good Fund

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

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A 5 Star Rating Equals A Good Fund

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

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Lazy Money
Lazy Money

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

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Lazy Money
Lazy Money

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

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

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

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

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

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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...

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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...

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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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