Market Updates - Bertram Financial

Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Category: Market Updates

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...

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...

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...

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...