Market Updates - Bertram Financial

Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Category: Market Updates

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

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

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...

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...

Social Security Hard Truths

As has been the case lately, markets had a lot to navigate,...

Social Security Hard Truths

As has been the case lately, markets had a lot to navigate,...

The Most Dangerous Moment in Your Retirement

Market Update Markets hit new record highs last week. The S&P 500...

The Most Dangerous Moment in Your Retirement

Market Update Markets hit new record highs last week. The S&P 500...

Markets Soar, Retirement Wobbles — Here’s What You Need to Know

Despite ongoing conflict with Iran and oil prices around $100 per barrel,...

Markets Soar, Retirement Wobbles — Here’s What You Need to Know

Despite ongoing conflict with Iran and oil prices around $100 per barrel,...

Are you a ‘hidden millionaire’?

Sometimes its the little things… I can still remember putting flowers on...

Are you a ‘hidden millionaire’?

Sometimes its the little things… I can still remember putting flowers on...

Happy Friday!

April showers bring May flowers! With spring storm season upon us, that...

Happy Friday!

April showers bring May flowers! With spring storm season upon us, that...

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

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

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

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 – The final week of June brought...

Markets Surge Despite Global Tensions: Weekly Financial Recap

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