Tag: #FinancialHelp
Picture of Gold and Silver Bars - Bertram Financial
Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Picture of Gold and Silver Bars - Bertram Financial
Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

Picture of Financial Advisor - Michelle Bertram
Should I Sell?

I was just on a phone call this week reviewing a client’s...

Picture of Financial Advisor - Michelle Bertram
Should I Sell?

I was just on a phone call this week reviewing a client’s...

Invest Using Bonds - Michelle Betram
Beware of Bonds

There are different methods to invest using bonds, and many think this...

Invest Using Bonds - Michelle Betram
Beware of Bonds

There are different methods to invest using bonds, and many think this...

The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

Deciphering Fed - Managing Market
Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

Deciphering Fed - Managing Market
Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

The Magic of Green Money
The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy...

The Magic of Green Money
The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy...

November Market Update
November Market Update

November Market Update: Market Update We just finished our midterm election, which...

November Market Update
November Market Update

November Market Update: Market Update We just finished our midterm election, which...

The Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

The Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

Bertram Financial Weekly Estate Planning Spotlight
Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

Bertram Financial Weekly Estate Planning Spotlight
Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

July Power Hour - Market Update
July Power Hour – Market Update

July Power Hour – Market Update   https://youtu.be/PiIrC3OHehs July Power Hour Summary...

July Power Hour - Market Update
July Power Hour – Market Update

July Power Hour – Market Update   https://youtu.be/PiIrC3OHehs July Power Hour Summary...

June Power Hour
June Power Hour – Men and Money

June Power Hour – Men and Money     https://youtu.be/Drj2vBeMOug   June...

June Power Hour
June Power Hour – Men and Money

June Power Hour – Men and Money     https://youtu.be/Drj2vBeMOug   June...

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

May Power Hour – Women and Wealth    Women today have...

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

May Power Hour – Women and Wealth    Women today have...

April market volatility insight.
April market volatility insight

April Power Hour – Understanding Market Volatility and Rising Interest Rates April...

April market volatility insight.
April market volatility insight

April Power Hour – Understanding Market Volatility and Rising Interest Rates April...

Investment Vehicles - What Is Yellow Money?
Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

Investment Vehicles - What Is Yellow Money?
Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...