Tag: insurance
Market Update
Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

Market Update
Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

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...

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...

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...

First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

3 Ways to Use Life Insurance In Your Estate Plan
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because...

3 Ways to Use Life Insurance In Your Estate Plan
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because...

Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

The Health Insurance Tax, Penalty or Refund?
The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

The Health Insurance Tax, Penalty or Refund?
The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

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...

Tax Talk
Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

Tax Talk
Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

Inflation Protection and Wealth Insurance
Inflation Protection and Wealth Insurance

Check back weekly as we post short videos as a way to...

Inflation Protection and Wealth Insurance
Inflation Protection and Wealth Insurance

Check back weekly as we post short videos as a way to...

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...

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...