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Category: Investment Positioning
Should I Buy Gold and Silver?
Should I Buy Gold and Silver?

hould I Buy Gold and Silver? Should I Buy Gold and Silver?...

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Should I Buy Gold and Silver?
Should I Buy Gold and Silver?

hould I Buy Gold and Silver? Should I Buy Gold and Silver?...

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Are Bonds A Safe Way To Invest?
Are Bonds A Safe Way To Invest?

Are Bonds A Safe Way To Invest? We often hear the question...

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Are Bonds A Safe Way To Invest?
Are Bonds A Safe Way To Invest?

Are Bonds A Safe Way To Invest? We often hear the question...

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Good Investment Fund
How Do I Choose A Good Fund To Invest In?

I have two boys, Asa and Asher, and they make everything a...

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Good Investment Fund
How Do I Choose A Good Fund To Invest In?

I have two boys, Asa and Asher, and they make everything a...

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Should You Rebalance Your Portfolio?
Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of...

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Should You Rebalance Your Portfolio?
Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of...

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Will The Stock Market Crash Again?
Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of...

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Will The Stock Market Crash Again?
Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of...

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Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

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Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

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SECURE Act (part 3)

SECURE Act (part 3) A SECURE Act provision will make it easier...

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SECURE Act (part 3)

SECURE Act (part 3) A SECURE Act provision will make it easier...

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SECURE Act (part 2)

SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail...

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SECURE Act (part 2)

SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail...

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Creating a Strong Portfolio and Honoring Veterans

Creating a Strong Portfolio and Honoring Veterans: There are four basic investing...

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Creating a Strong Portfolio and Honoring Veterans

Creating a Strong Portfolio and Honoring Veterans: There are four basic investing...

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Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

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Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

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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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