Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT

The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald Trump’s re-election. Major benchmark indexes…

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Asset distribution plan

Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.

Asset distribution plan We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved…

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Prepare for incapacity

Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main focus revolved around taking care of your loved…

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