Tag: investingstrategy

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...

Do I Need An Advisor?

Maybe you have handled all your finances up until now. You saved...

Do I Need An Advisor?

Maybe you have handled all your finances up until now. You saved...

New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Does Indexing Work?

Does Indexing Work? Using an indexing strategy the right way is similar...

Does Indexing Work?

Does Indexing Work? Using an indexing strategy the right way is similar...

Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

Tag: investingstrategy

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

Do I Need An Advisor?

Do I Need An Advisor?

New Opportunity for Lazy Money

New Opportunity for Lazy Money

Securing Retirement: Part 2

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income

Does Indexing Work?

Does Indexing Work?

Is Life Insurance Expensive?

Is Life Insurance Expensive?

Information Equals Power and Sophistication

Information Equals Power and Sophistication

Professional Management Equals Better Returns

Professional Management Equals Better Returns

More Risks Equals More Rewards

More Risks Equals More Rewards

Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is