Living A Legacy
Market Update – Selloffs, Tariffs and Trade Oh My
Market Update – Selloffs, Tariffs and Trade – In the past few days, the market has seen some significant shifts, leading to questions, concerns, and even some fear. If…
Read MoreFirst Friday Focus: Estate Planning 101
The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…
Read MoreJim Kackley’s DREAM Story
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
Read MoreMarket Update – Returns vs Results
Market Update – Returns vs Results: Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little…
Read MoreBertram Financial August 15th Market Update
Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…
Read MoreInflation Protection and Wealth Insurance
Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…
Read MoreNew Years Resolutions and the Balance Wheel
So, the time for New Year’s resolutions is almost here. While most New Year’s resolutions fail, I think it is important to always have goals and be striving for…
Read MoreGifts For You – New Webinars with Special Guests
Ho you know the 12 Days of Christmas actually starts on Christmas Day? So we’re still celebrating the Christmas season and with that thought, we want to roll out…
Read MoreHope
Hope. As I reflect on Christmas, and the meaning of Christmas, hope is a word that keeps resonating with me. Maybe that’s because there’s a lot of areas in…
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