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...

February 2023 Market Update – 2023 Opportunities

Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell...

February 2023 Market Update – 2023 Opportunities

Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell...

February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

December Market Update – Tax Harvesting

December Market Update – Tax Harvesting This is the last market update...

December Market Update – Tax Harvesting

December Market Update – Tax Harvesting This is the last market update...

November Market Update

November Market Update: Market Update We just finished our midterm election, which...

November Market Update

November Market Update: Market Update We just finished our midterm election, which...

Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

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, In this monthly installation of our...

Bertram Financial August 15th Market Update

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

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 https://youtu.be/PiIrC3OHehs July Power Hour Summary...

July Power Hour – Market Update

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

April market volatility insight

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

April market volatility insight

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

Mid-Year Market Update

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

Mid-Year Market Update

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