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Tag: investing
Can You Afford Long Term Care?

On the radio someone texted in a question for me that I...

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Can You Afford Long Term Care?

On the radio someone texted in a question for me that I...

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Should You Rebalance Your Portfolio?
Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of...

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Should You Rebalance Your Portfolio?
Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of...

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Live and Leave A Legacy
Live and Leave A Legacy

Will You Leave A Legacy? In the past week, I’ve had to...

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Live and Leave A Legacy
Live and Leave A Legacy

Will You Leave A Legacy? In the past week, I’ve had to...

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Will The Stock Market Crash Again?
Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of...

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Will The Stock Market Crash Again?
Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of...

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Index Annuities and Your Retirement
Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just...

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Index Annuities and Your Retirement
Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just...

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Are We There Yet?
Are We There Yet?

Are we there yet? How much longer? I just recently got back...

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Are We There Yet?
Are We There Yet?

Are we there yet? How much longer? I just recently got back...

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Take Back Control or Your Financial Future

What does your financial future look like? Is financial security even possible?...

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Take Back Control or Your Financial Future

What does your financial future look like? Is financial security even possible?...

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Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

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Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

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CASH IS TRASH

CASH IS TRASH Pros – During times of great market opportunity, cash...

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CASH IS TRASH

CASH IS TRASH Pros – During times of great market opportunity, cash...

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More than Money – Life Reimagined part 2

Retirement is defined in many different ways; some call it phase two...

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More than Money – Life Reimagined part 2

Retirement is defined in many different ways; some call it phase two...

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A 5 Star Rating Equals A Good Fund

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

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A 5 Star Rating Equals A Good Fund

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

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Mid-Year Market Update
Mid-Year Market Update

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

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Mid-Year Market Update
Mid-Year Market Update

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

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Lazy Money
Lazy Money

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

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Lazy Money
Lazy Money

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

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

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

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

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

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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...

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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...

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Market Update
Market Update

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

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Market Update
Market Update

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

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401K Rollover
401K Rollover Options 

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

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401K Rollover
401K Rollover Options 

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

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Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

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

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Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

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

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Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

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

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Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

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

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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...

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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...

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