Tag: #financialsecurity
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...

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...

April market volatility insight.
March Power Hour – Investment Strategies

March Power Hour – Investment Strategies CLICK HERE to watch the full...

April market volatility insight.
March Power Hour – Investment Strategies

March Power Hour – Investment Strategies CLICK HERE to watch the full...

Do I Need An Advisor?
Do I Need An Advisor?

Maybe you have handled all your finances up until now. You saved...

Do I Need An Advisor?
Do I Need An Advisor?

Maybe you have handled all your finances up until now. You saved...

Financial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

Financial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

Financial Power Hour: Tax Complexities Simplified
Financial Power Hour: Tax Complexities Simplified

Financial Power Hour: Tax Complexities Simplified In the ever-evolving financial landscape, it’s...

Financial Power Hour: Tax Complexities Simplified
Financial Power Hour: Tax Complexities Simplified

Financial Power Hour: Tax Complexities Simplified In the ever-evolving financial landscape, it’s...

Happy Thanksgiving - Do You Need An Indian?
Happy Thanksgiving – Do You Need An Indian?

Happy Thanksgiving everyone.   Hope you have a great week with family...

Happy Thanksgiving - Do You Need An Indian?
Happy Thanksgiving – Do You Need An Indian?

Happy Thanksgiving everyone.   Hope you have a great week with family...

New Opportunity for Lazy Money
New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

New Opportunity for Lazy Money
New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

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 I say that word some of you have a reaction....

What Is An Annuity?
What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

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...

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,...

How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio  Bertram Financial:...

How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio  Bertram Financial:...

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...

The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...