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Category: With Guy – Our Portfolio Manager
The Retirement Shift Presented By Bertram Financial
The Retirement Shift

   As you approach retirement, a significant shift in mindset and...

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The Retirement Shift Presented By Bertram Financial
The Retirement Shift

   As you approach retirement, a significant shift in mindset and...

Read More
Correlation vs diversification by bertram financial
Correlation vs Diversification

Correlation vs Diversification    When it comes to investing, the term...

Read More
Correlation vs diversification by bertram financial
Correlation vs Diversification

Correlation vs Diversification    When it comes to investing, the term...

Read More
The World of Bonds By Michelle Bertram
The World of Bonds

The World of Bonds  The Conservative 60/40 Portfolio The World of...

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The World of Bonds By Michelle Bertram
The World of Bonds

The World of Bonds  The Conservative 60/40 Portfolio The World of...

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Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

 Today, I’m excited to delve into a topic that’s unique to...

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Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

 Today, I’m excited to delve into a topic that’s unique to...

Read More
How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio  Bertram Financial:...

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How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio  Bertram Financial:...

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February Power Hour - State of the Union
February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

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February Power Hour - State of the Union
February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

Read More
Mid-Year Market Update
Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

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Mid-Year Market Update
Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

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Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

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Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Read More
The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

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The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

Read More
The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

Read More
The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

Read More
The Retirement Shift Presented By Bertram Financial
The Retirement Shift

   As you approach retirement, a significant shift in mindset and...

Read More
The Retirement Shift Presented By Bertram Financial
The Retirement Shift

   As you approach retirement, a significant shift in mindset and...

Read More
Correlation vs diversification by bertram financial
Correlation vs Diversification

Correlation vs Diversification    When it comes to investing, the term...

Read More
Correlation vs diversification by bertram financial
Correlation vs Diversification

Correlation vs Diversification    When it comes to investing, the term...

Read More
The World of Bonds By Michelle Bertram
The World of Bonds

The World of Bonds  The Conservative 60/40 Portfolio The World of...

Read More
The World of Bonds By Michelle Bertram
The World of Bonds

The World of Bonds  The Conservative 60/40 Portfolio The World of...

Read More
Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

 Today, I’m excited to delve into a topic that’s unique to...

Read More
Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

 Today, I’m excited to delve into a topic that’s unique to...

Read More
How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio  Bertram Financial:...

Read More
How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio  Bertram Financial:...

Read More
February Power Hour - State of the Union
February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

Read More
February Power Hour - State of the Union
February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

Read More
Mid-Year Market Update
Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Read More
Mid-Year Market Update
Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Read More
Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Read More
Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Read More
The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

Read More
The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

Read More
The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

Read More
The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

Read More