The Retirement Shift

The Retirement Shift Presented By Bertram Financial

  As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage your…

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The World of Bonds

The World of Bonds By Michelle Bertram

  The Conservative 60/40 Portfolio In the quest for a conservative investment approach, many investors often turn to bonds as a primary component of their portfolio mix. Traditionally, this strategy…

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Friday Focus: Buyer Beware

Bertram Financial discusses about some of the common financial products or investments being pushed and what you should be aware of before you buy

  Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions, we delve into the intricate details of these…

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