Posts Tagged ‘#financialsecurity’
The Fed Move, Election Implications, and More
As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat after school. It’s a simple but powerful lesson…
Read MoreThe Retirement Shift
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 your…
Read MoreThe World of Bonds
The World of Bonds The Conservative 60/40 Portfolio In the quest for a conservative investment approach, many investors often turn to bonds as a primary component of their portfolio…
Read MoreIndividual Stocks vs Mutual Funds and ETFs
Today, I’m excited to delve into a topic that’s unique to how we manage accounts as we talk about the rationale behind building our portfolios primarily with individual stocks rather…
Read MoreApril Friday Focus: Upcoming Election and Your Retirement
April Friday Focus: Upcoming Election and Your Retirement As election season approaches, many find themselves facing uncertainty about how political events will impact their financial well-being and their retirement.…
Read MoreBertram Financial: How to Stress Test Your Financial Portfolio
Bertram Financial: How to Stress Test Your Financial Portfolio – In the realm of investment management, ensuring the effectiveness of your portfolio strategy is paramount. It’s not just about knowing…
Read MoreFriday 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,…
Read MoreThe Top 3 Financial Resolutions That You Can Accomplish
As we embrace the dawn of a new year, the ethereal beauty of snow-covered landscapes invites contemplation on the symbiotic relationship between beauty and effort. It’s a sentiment akin to…
Read MoreDifferent Types of Advisors and how to choose the right one
Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a recent conversation with a retired business leader, I gained valuable insights into…
Read MoreTax Talk – The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax: Fall is a season many of us eagerly anticipate. With the changing leaves, cooler temperatures, and the return of football, it’s a beautiful…
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