Posts Tagged ‘financial advisor’
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…
Read MoreMarket 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…
Read MoreSuprise! 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…
Read MoreAre 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…
Read MoreHow Do I Choose A Good Fund To Invest In?
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…
Read MoreCan You Afford Long Term Care?
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…
Read MoreShould 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.…
Read MoreLive 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…
Read MoreWill 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…
Read MoreIndex 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…
Read More