Market Updates - Bertram Financial

Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Category: Market Updates

Friday Focus – Behind the News; Time to GO

Behind the news – They keep running headlines about a failing market,...

Friday Focus – Behind the News; Time to GO

Behind the news – They keep running headlines about a failing market,...

AI and Retirement Portfolio: Why a Risk Review Matters More Than Ever

Artificial intelligence has become one of the biggest stories in the investment...

AI and Retirement Portfolio: Why a Risk Review Matters More Than Ever

Artificial intelligence has become one of the biggest stories in the investment...

Summer Traditions, Market Update, and Can You Retire on $1 Million?

Summer is quickly coming to an end. What are you doing to...

Summer Traditions, Market Update, and Can You Retire on $1 Million?

Summer is quickly coming to an end. What are you doing to...

Dream Retirement: 5 Smart Ways to Protect Your Income

Ask ten people to describe their dream retirement and you will get...

Dream Retirement: 5 Smart Ways to Protect Your Income

Ask ten people to describe their dream retirement and you will get...

Friday Focus – Protecting Investment Gains at Record S&P 500 Highs

The S&P 500 just hit another high this week. But the question...

Friday Focus – Protecting Investment Gains at Record S&P 500 Highs

The S&P 500 just hit another high this week. But the question...

The Questions Retirees Are Actually Asking (And Why AI Can’t Answer Them)

The new AI news from China forced the markets to question big...

The Questions Retirees Are Actually Asking (And Why AI Can’t Answer Them)

The new AI news from China forced the markets to question big...

The 9 Questions Retirees Ask Us Most (And Why There’s Rarely One Right Answer)

The new AI news from China forced the markets to question big...

The 9 Questions Retirees Ask Us Most (And Why There’s Rarely One Right Answer)

The new AI news from China forced the markets to question big...

Inflation Is Back: What Rising Rates Mean for Your Retirement Plan

Just when things felt like they were settling down, tensions with Iran...

Inflation Is Back: What Rising Rates Mean for Your Retirement Plan

Just when things felt like they were settling down, tensions with Iran...

2026 Social Security Changes & 2032 Shortfall Explained

President Trump signed a memorandum of understanding with Iran, which reopened the...

2026 Social Security Changes & 2032 Shortfall Explained

President Trump signed a memorandum of understanding with Iran, which reopened the...

The SpaceX IPO Everyone Wants: What Retail Investors Aren’t Being Told

Markets rallied to new highs — somewhat of a surprise given inflation...

The SpaceX IPO Everyone Wants: What Retail Investors Aren’t Being Told

Markets rallied to new highs — somewhat of a surprise given inflation...

Market Update – Selloffs, Tariffs and Trade Oh My

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

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 – The fourth quarter of 2024 ended on...

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

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

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: 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: 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 A Mission...

First Friday Focus Annual Financial State Of The Union

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

Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

Debt Ceiling Up – Rates Steady

July Market Update – Debt Ceiling Rising while Interest Rates Hold: Much...

Debt Ceiling Up – Rates Steady

July Market Update – Debt Ceiling Rising while Interest Rates Hold: Much...

May Market Update

It’s finally starting to feel like summer outside (t least for a...

May Market Update

It’s finally starting to feel like summer outside (t least for a...

April 2023 Market Update

Recently, my neighbor hired my boys to take care of their cat...

April 2023 Market Update

Recently, my neighbor hired my boys to take care of their cat...

Market Update – A Turbulent Ride

“Hold on, we’re in for a bumpy ride.” When I hear those...

Market Update – A Turbulent Ride

“Hold on, we’re in for a bumpy ride.” When I hear those...