Tag: insurance
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...

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...

Stocks vs. Other Investments: Common Wisdom
Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments?   Stocks...

Stocks vs. Other Investments: Common Wisdom
Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments?   Stocks...

Estate Planning Basics - Financial Planner Wisconsin
Estate Planning Basics

Estate Planning is really about control. Recently, my friend and I were...

Estate Planning Basics - Financial Planner Wisconsin
Estate Planning Basics

Estate Planning is really about control. Recently, my friend and I were...

Power of Attorney - The Most Important Document
Power of Attorney – The Most Important Document

Why do you need a power of attorney? Let’s imagine that you...

Power of Attorney - The Most Important Document
Power of Attorney – The Most Important Document

Why do you need a power of attorney? Let’s imagine that you...

Picture of Wall Street and the American Flag - Investments - Bertram Financial
Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Picture of Wall Street and the American Flag - Investments - Bertram Financial
Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

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....

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...