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VA 5 Star Rating Equals A Good Fund Football season is...
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Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...
LThis week we are continuing our talk about different stock market investments...
LThis week we are continuing our talk about different stock market investments...
401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...
401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...
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Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

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

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

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me...

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me...

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

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

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

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

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

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

June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...
Green Money: The Best Kept Secret In The Financial World Let’s take...
Green Money: The Best Kept Secret In The Financial World Let’s take...