Tag: investingstrategy

What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial:...

Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial:...

4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Market Update – A Turbulent Ride

“Hold on, we’re in for a bumpy ride.” When I hear those...

Market Update – A Turbulent Ride

“Hold on, we’re in for a bumpy ride.” When I hear those...

February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Are You Protected If You Need Long Term Care?

Are You Protected If You Need Long Term Care? Market Updates Earnings...

Are You Protected If You Need Long Term Care?

Are You Protected If You Need Long Term Care? Market Updates Earnings...

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 Hidden Health Insurance Tax...

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! Power Hour Summary Wins of...

The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Bertram Financial August 15th Market Update

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

Bertram Financial August 15th Market Update

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

August: Universal Family Office Intro

August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask...

August: Universal Family Office Intro

August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask...

July Power Hour – Market Update

July Power Hour – Market Update https://youtu.be/PiIrC3OHehs July Power Hour Summary...

July Power Hour – Market Update

July Power Hour – Market Update https://youtu.be/PiIrC3OHehs July Power Hour Summary...

June Power Hour – Men and Money

June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...

June Power Hour – Men and Money

June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...

Green Money: Finance’s Hidden Gem

Green Money: The Best Kept Secret In The Financial World Let’s take...

Green Money: Finance’s Hidden Gem

Green Money: The Best Kept Secret In The Financial World Let’s take...

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? For the Video version of...

February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment Below are some of the...

February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment Below are some of the...

Tag: investingstrategy

What Is An Annuity?

What Is An Annuity?

Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio

4 Ways to Reduce or Avoid Capital Gains Tax

4 Ways to Reduce or Avoid Capital Gains Tax

Investment Safety: Assessing Risk

Investment Safety: Assessing Risk

Market Update – A Turbulent Ride

Market Update – A Turbulent Ride

February Power Hour – State of the Union

February Power Hour – State of the Union

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free

Are You Protected If You Need Long Term Care?

Are You Protected If You Need Long Term Care?

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 Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead!

Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask

Tax Talk

Tax Talk

Bertram Financial August 15th Market Update

Bertram Financial August 15th Market Update

August: Universal Family Office Intro

August: Universal Family Office Intro

July Power Hour – Market Update

July Power Hour – Market Update

June Power Hour – Men and Money

June Power Hour – Men and Money

Green Money: Finance’s Hidden Gem

Green Money: Finance’s Hidden Gem

Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money?

February Power Hour – The Smartest Investment

February Power Hour – The Smartest Investment