Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald…

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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…

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The World of Bonds

The World of Bonds By Michelle Bertram

The World of Bonds  The Conservative 60/40 Portfolio The World of Bonds – In the quest for a conservative investment approach, many investors often turn to bonds as a…

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Friday Focus: Buyer Beware

Friday Focus: Buyer Beware

Friday Focus: Buyer Beware  Friday Focus: Buyer Beware- Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions,…

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