Posts Tagged ‘investingplanning’
Individual 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 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 MoreEstate Planning Spotlight – Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…
Read MoreFirst Friday Focus – Men & Money
The Man’s Role – Some things are changing, and some are not. The days of I Love Lucy when the men went to work and the women stayed home and…
Read MoreWomen and Wealth – May Power Hour
Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about…
Read MoreInvestment Safety: Assessing Risk
Understanding Investment Safety: How Safe is Your Money? Recent news about bank failures and stock market volatility has raised concerns about the safety of investments, leading many people to wonder,…
Read MoreMarket Update – A Turbulent Ride
“Hold on, we’re in for a bumpy ride.” When I hear those words, it reminds me of being in an airplane when you’re in turbulence. A few years ago, we…
Read MoreThe Magic of Green Money
Dream Story – Carol Ebert Carol started her career as a Navy Nurse to help people. When she transitioned to the private sector, she quickly relaized that she was not a…
Read MoreEstate Planning Spotlight – Feb 28
Estate Planning Spotlight – Feb 28: If you think about the medieval period, what comes to mind? For me, it’s kings, queens, knights, and castles with moats. I was just…
Read MoreSuprise! Taxes from Investments
Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…
Read More