Posts Tagged ‘#financialeducation’
May Market Update
It’s finally starting to feel like summer outside (t least for a few days). I feel like spring in the Midwest is really a combination of all the other seasons…
Read MoreTax Talk – To Convert or Not to Convert
I was recently thinking about the game show Deal or No Deal. Do you remember that? It was all these briefcases and each contestant gets to choose different briefcases with…
Read MoreFebruary 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
Read MoreFebruary Power Hour – State of the Union
Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…
Read MoreEnd of Year Planning and Gifting
End of Year Planning and Gifting: Wins of the Month Nels shared a win on the team approach. One of their attorneys was in a car accident and is…
Read MoreTax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free: Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from…
Read MoreNovember Market Update
November Market Update: Market Update We just finished our midterm election, which always has an impact on the market. Let’s just kind of do like a overall big picture market…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress…
Read MoreBetram Financial September 2022 Market Update
Betram Financial September 2022 Market Update, In this monthly installation of our Market Update, we discuss the rocky road that the market has taken year to date. After slight…
Read MoreBertram Financial Weekly Estate Planning Spotlight
Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during the estate planning and spotlight, we discussed some important points that need to be discussed when it comes…
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