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  • Home
  • Our Team
  • Work With Us
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    • Estate Preservation
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    • Book – “Creating Your Dream Retirement”
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    • Colors of Money – free ebook
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Posts Tagged ‘financial advisor’

Steady Through the Storm: Finding Calm Amid Global Tensions

By Michelle Bertram | June 19, 2025 | 0
Steady Through the Storm Finding Calm Amid Global Tensions

Global Tensions  – The news has been heavy lately. Images of missiles streaking across Middle Eastern skies, families fleeing Tehran, and headlines warning of war have left many of us…

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Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025

By Michelle Bertram | June 16, 2025 | 0
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, driven by shifting trade policies, resilient corporate earnings, and cooling inflation. As investors navigated tariff uncertainties, strong Q1…

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Suprise! Taxes from Investments

By Michelle Bertram | February 20, 2023 | 0
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…

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Are Bonds A Safe Way To Invest?

By Michelle Bertram | August 30, 2020 | 0
Are Bonds A Safe Way To Invest?

Are Bonds A Safe Way To Invest? We often hear the question at Bertram Financial. When determining whether bonds are a safe way to invest, conventional wisdom tells us that…

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How Do I Choose A Good Fund To Invest In?

By Michelle Bertram | August 16, 2020 | 0
Good Investment Fund

I have two boys, Asa and Asher, and they make everything a competition. Oftentimes I’ll hear, “Hey, I’m the first one to eat all my food” or “I’m the first…

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Can You Afford Long Term Care?

By Michelle Bertram | August 9, 2020 | 0

On the radio someone texted in a question for me that I want to make sure we answer for everyone. The question was, “How does long term care fit into…

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Should You Rebalance Your Portfolio?

By Michelle Bertram | July 28, 2020
Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of makes you kind of tense up and go, “Oh!” ???? You tense up and you don’t like it.…

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Live and Leave A Legacy

By Michelle Bertram | July 21, 2020
Live and Leave A Legacy

Will You Leave A Legacy? In the past week, I’ve had to attend a couple of funerals. One was for a young girl, only 24, killed tragically in a car…

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Will The Stock Market Crash Again?

By Michelle Bertram | July 15, 2020
Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of the heat. The only thing I think this summer heat is good for is being at the pool…

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Index Annuities and Your Retirement

By Michelle Bertram | July 7, 2020
Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just opened this week so now it really does feel like summer. The kids were so excited to go…

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Recent Posts

  • Markets Surge Despite Global Tensions: Weekly Financial Recap
  • Steady Through the Storm: Finding Calm Amid Global Tensions
  • Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025
  • The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
  • A Balanced Look at This Investment Strategy

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

 

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