Posts Tagged ‘financial advisor’
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…
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 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…
Read MoreCOVID 19 – New Market Era?
Common Portfolio Wisdom ~ “WE’RE IN A NEW ERA… OLD MARKET RULES DON’T APPLY” Pros – Many new factors: Internet, Baby Boomers, Global Markets, COVID 19 Cons – The appearance…
Read MoreWhat is a good investment mix for someone in retirement?
Investing is like riding the volatility roller coaster. When I was a kid, you loved all the crazy fair rides. The more spinning and turning, the better. I remember adults…
Read MoreCommon Portfolio Wisdom – “WE’RE IN A NEW ERA… OLD MARKET RULES DON’T APPLY”
Pros – Many new factors: Internet, Baby Boomers, Global Markets, War on Terror Cons – The appearance that we are smarter Details abound; structure remains Factors change; results consistent…
Read MoreRetirement Myth – Diversification Pixie Dust
Diversification means I have low risk, right? Diversification has become like pixie dust in the financial world. People hear that word and think everything is good because they are diversified, but…
Read MoreRetirement Myth – There is no magic number!
How Much Do I Need To Retire? This is the million-dollar question! Whether we are on the radio, presenting at a live event or meeting one on one with someone,…
Read MoreCommon Portfolio Wisdom – “CASH IS TRASH”
Pros – During times of great market opportunity, cash instruments usually won’t outperform inflation and taxes. Cons – Cash is a great tool to protect portfolios from large long-term…
Read MoreMore than Money – Life Reimagined part 2
Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define…
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