Market Updates - Bertram Financial

Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Category: Market Updates

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...

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,...

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...