Tag: #FinancialAdvisor
4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Splash Image for Estate Planning Spotlight: Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones

Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously...

Splash Image for Estate Planning Spotlight: Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones

Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously...

The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

Bertram Financial First Friday Focus, Men and Money, June 2, 2023
First Friday Focus – Men & Money

The Man’s Role – Some things are changing, and some are not....

Bertram Financial First Friday Focus, Men and Money, June 2, 2023
First Friday Focus – Men & Money

The Man’s Role – Some things are changing, and some are not....

May Market Update
May Market Update

It’s finally starting to feel like summer outside (t least for a...

May Market Update
May Market Update

It’s finally starting to feel like summer outside (t least for a...

3 Ways to Use Life Insurance In Your Estate Plan
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because...

3 Ways to Use Life Insurance In Your Estate Plan
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because...

Women and Wealth - May Power Hour
Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

Women and Wealth - May Power Hour
Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Creating a Strong Portfolio and Honoring Veterans

Strength. Strategy. Service. A solid investment portfolio isn’t built overnight. It’s shaped...

Creating a Strong Portfolio and Honoring Veterans

Strength. Strategy. Service. A solid investment portfolio isn’t built overnight. It’s shaped...

the Fed Move, Election Implications, and More
The Fed Move, Election Implications, and More

The Fed Move, Election Implications, and More  As a parent, I...

the Fed Move, Election Implications, and More
The Fed Move, Election Implications, and More

The Fed Move, Election Implications, and More  As a parent, I...

What Is An Annuity?
What Is An Annuity?

Annuity. When you hear that word, some people have a reaction. Sometimes...

What Is An Annuity?
What Is An Annuity?

Annuity. When you hear that word, some people have a reaction. Sometimes...

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

   As you approach retirement, a significant shift in mindset and...

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

   As you approach retirement, a significant shift in mindset and...

Correlation vs diversification by bertram financial
Correlation vs Diversification

Correlation vs Diversification    When it comes to investing, the term...

Correlation vs diversification by bertram financial
Correlation vs Diversification

Correlation vs Diversification    When it comes to investing, the term...

Pulling the Curtain on Financial Advisors by michelle bertram
May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

Pulling the Curtain on Financial Advisors by michelle bertram
May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on...

Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on...

The World of Bonds By Michelle Bertram
The World of Bonds

The World of Bonds  The Conservative 60/40 Portfolio The World of...

The World of Bonds By Michelle Bertram
The World of Bonds

The World of Bonds  The Conservative 60/40 Portfolio The World of...

Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

 Today, I’m excited to delve into a topic that’s unique to...

Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

 Today, I’m excited to delve into a topic that’s unique to...

Upcoming election and your retirement by bertram financial
April Friday Focus: Upcoming Election and Your Retirement

April Friday Focus: Upcoming Election and Your Retirement As election season approaches,...

Upcoming election and your retirement by bertram financial
April Friday Focus: Upcoming Election and Your Retirement

April Friday Focus: Upcoming Election and Your Retirement As election season approaches,...