Tag: #financialplanning
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...

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,...

Easter Bunnies By Bertram Financial
Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Easter Bunnies By Bertram Financial
Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Friday Focus: Buyer Beware
Friday Focus: Buyer Beware

Friday Focus: Buyer Beware  Friday Focus: Buyer Beware- Embarking on a...

Friday Focus: Buyer Beware
Friday Focus: Buyer Beware

Friday Focus: Buyer Beware  Friday Focus: Buyer Beware- Embarking on a...

senior old couple on the beach - life insurance - bertram financial
Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

senior old couple on the beach - life insurance - bertram financial
Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Information Equals Power and Sophistication
Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Information Equals Power and Sophistication
Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Professional Management Equals Better Returns
Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

Professional Management Equals Better Returns
Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

More Risks Equals More Rewards
More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

More Risks Equals More Rewards
More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

Timing Is Not The Key...Time In The Market Is
Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

Timing Is Not The Key...Time In The Market Is
Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Mid-Year Market Update
Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Mid-Year Market Update
Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Lazy Money
Lazy Money

Success is defined in many ways, but I would say for someone...

Lazy Money
Lazy Money

Success is defined in many ways, but I would say for someone...

Survivor Income
Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Survivor Income
Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...