Uncategorized
Do Stocks Always Outperform Other Investments? Let’s Talk About the Full Truth
You’ve probably heard it time and time again: “Stocks (aka the stock market) always outperform other investments.” It’s one of those pieces of traditional financial wisdom that gets passed around…
Read MoreNavigating Economic Trends: State of the Union Market Update with Guy Riccardi
Navigating Economic Trends: State of the Union Market Update with Guy Riccardi As we reflect on the past year, it’s clear that the markets experienced another strong performance, with broader…
Read MoreElections Myths
Elections Myths What do presidential elections mean for your portfolio? Should you change your investing strategy based on who wins? Elections bring a lot of noise, and I wanted to…
Read MoreWomen and Wealth – May Power Hour
Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about wellness.…
Read MoreTax Talk – How different Investments Are Taxed
Tax Talk – How different Investments Are Taxed In the latest market update blog, I employed an analogy involving cars. And I will continue using it as we discuss how…
Read MoreCrucial Estate Plan Linkage
Importance of the Connection Between Your Life Insurance and Your Estate Plan Importance of the Connection Between Your Life Insurance and Your Estate Plan Today, watch Nels Donovan discuss important…
Read MoreBetram Financial September 2022 Market Update
Betram Financial September 2022 Market Update, In this monthly installation of our Market Update, we discuss the rocky road that the market has taken year to date. After slight rebounds…
Read MoreTop 5 Retirement Questions Most People Don’t Ask
Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me how I decided to go into the financial business. They asked me if it was because I just…
Read MoreBertram Financial Weekly Estate Planning Spotlight
Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during the estate planning and spotlight, we discussed some important points that need to be discussed when it comes…
Read MoreThe 3 M’s of Money Managment
The 3 M’s of Money Managment The three M’s of Money Management – Measure, Manage, Monitor Measure There’s three different aspects of the term measure. The first one is probably…
Read More