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  • Home
  • Our Team
  • Work With Us
    • Financial Planning
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    • Estate Preservation
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    • Book – “Creating Your Dream Retirement”
    • Financial Planning from a Christian’s Perspective
    • Colors of Money – free ebook
    • Life Balance
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Posts Tagged ‘investingstrategy’

Bertram Financial: How to Stress Test Your Financial Portfolio

By Michelle Bertram | March 29, 2024 | 0
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 – In the realm of investment management, ensuring the effectiveness of…

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4 Ways to Reduce or Avoid Capital Gains Tax

By Michelle Bertram | August 2, 2023 | 0
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…

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Investment Safety: Assessing Risk

By Michelle Bertram | April 4, 2023 | 0
Understanding Investment Safety: How Safe is Your Money?

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,…

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Market Update – A Turbulent Ride

By Michelle Bertram | March 14, 2023 | 0
Market 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…

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February Power Hour – State of the Union

By Michelle Bertram | February 6, 2023 | 0
February Power Hour - State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…

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Tax Talk – Taking money from your IRAs tax-free

By Michelle Bertram | November 21, 2022 | 0
Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from IRAs…

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Are You Protected If You Need Long Term Care?

By Michelle Bertram | November 7, 2022 | 0
Are You Protected If You Need Long Term Care?

Are You Protected If You Need Long Term Care? Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary…

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The Health Insurance Tax Penalty or Refund?

By Michelle Bertram | October 24, 2022 | 0
The Health Insurance Tax, Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You…

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Market Update – Returns vs Results

By Michelle Bertram | October 17, 2022 | 0
Market Update - Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little…

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The Convervative 60/40 Portfolio Split is Dead!

By Michelle Bertram | October 10, 2022 | 0
The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress…

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of this information contained shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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