Category: Market Updates
December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Markets Surge Despite Global Tensions: Weekly Financial Recap
Markets Surge Despite Global Tensions: Weekly Financial Recap

Markets Surge Despite Global Tensions – The final week of June brought...

Markets Surge Despite Global Tensions: Weekly Financial Recap
Markets Surge Despite Global Tensions: Weekly Financial Recap

Markets Surge Despite Global Tensions – The final week of June brought...

Steady Through the Storm Finding Calm Amid Global Tensions
Steady Through the Storm: Finding Calm Amid Global Tensions

Global Tensions – The news has been heavy lately. Images of missiles...

Steady Through the Storm Finding Calm Amid Global Tensions
Steady Through the Storm: Finding Calm Amid Global Tensions

Global Tensions – The news has been heavy lately. Images of missiles...

Market Insights Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025
Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025

Market Insights: The financial markets the end of May were a rollercoaster,...

Market Insights Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025
Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025

Market Insights: The financial markets the end of May were a rollercoaster,...

Market Update - Selloffs, Tariffs and Trade
Market Update – Selloffs, Tariffs and Trade Oh My

 Market Update – Selloffs, Tariffs and Trade – In the past...

Market Update - Selloffs, Tariffs and Trade
Market Update – Selloffs, Tariffs and Trade Oh My

 Market Update – Selloffs, Tariffs and Trade – In the past...

Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on...

Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on...

Why the Market is Dropping—And How to Stay on Track
Why the Market is Dropping—And How to Stay on Track

In the world of investing, market corrections are a normal part of...

Why the Market is Dropping—And How to Stay on Track
Why the Market is Dropping—And How to Stay on Track

In the world of investing, market corrections are a normal part of...

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi
Navigating Economic Trends: 2025 State of the Union Market Update with Guy Riccardi

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi...

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi
Navigating Economic Trends: 2025 State of the Union Market Update with Guy Riccardi

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi...

First Friday Focus Annual Financial State Of The Union
First Friday Focus Annual Financial State Of The Union

First Friday Focus Annual Financial State Of The Union  A Mission...

First Friday Focus Annual Financial State Of The Union
First Friday Focus Annual Financial State Of The Union

First Friday Focus Annual Financial State Of The Union  A Mission...

Betram Financial September 2022 Market Update
Betram Financial September 2022 Market Update

Betram Financial September 2022 Market Update, In this monthly installation of our...

Betram Financial September 2022 Market Update
Betram Financial September 2022 Market Update

Betram Financial September 2022 Market Update, In this monthly installation of our...

Tax Talk
Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

Tax Talk
Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

July Power Hour - Market Update
July Power Hour – Market Update

July Power Hour – Market Update   https://youtu.be/PiIrC3OHehs July Power Hour Summary...

July Power Hour - Market Update
July Power Hour – Market Update

July Power Hour – Market Update   https://youtu.be/PiIrC3OHehs July Power Hour Summary...

April market volatility insight.
April market volatility insight

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

April market volatility insight.
April market volatility insight

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

Mid-Year Market Update
Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Mid-Year Market Update
Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Market Update
Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

Market Update
Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

The Election and The Market
The Election and The Market

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

The Election and The Market
The Election and The Market

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

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...

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...