Posts Tagged ‘financial planning’
Bertram Financial: How to Stress Test Your Financial Portfolio
Bertram Financial: How to Stress Test Your Financial Portfolio – In the realm of investment management, ensuring the effectiveness of your portfolio strategy is paramount. It’s not just about knowing…
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…
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…
Read MoreShould You Rebalance Your Portfolio?
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…
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 MoreAre We There Yet?
Are we there yet? How much longer? I just recently got back from a road trip with my kids down to Branson, Missouri. And needless to say, I heard those…
Read More