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Tag: investingstrategy
Picture of Financial Advisor - Michelle Bertram
Should I Sell?

I was just on a phone call this week reviewing a client’s...

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Picture of Financial Advisor - Michelle Bertram
Should I Sell?

I was just on a phone call this week reviewing a client’s...

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Invest Using Bonds - Michelle Betram
Beware of Bonds

There are different methods to invest using bonds, and many think this...

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Invest Using Bonds - Michelle Betram
Beware of Bonds

There are different methods to invest using bonds, and many think this...

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The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

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The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

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The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

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The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

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The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

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The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

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How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

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How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

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How Will The Election Affect The Stock Market?
How Will The Election Affect The Stock Market?

How is the election going to affect the stock market? That’s a...

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How Will The Election Affect The Stock Market?
How Will The Election Affect The Stock Market?

How is the election going to affect the stock market? That’s a...

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Should I Buy Gold and Silver?
Should I Buy Gold and Silver?

hould I Buy Gold and Silver? Should I Buy Gold and Silver?...

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Should I Buy Gold and Silver?
Should I Buy Gold and Silver?

hould I Buy Gold and Silver? Should I Buy Gold and Silver?...

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The Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead!

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

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The Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead!

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

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Top 5 Retirement Questions Most People Don't Ask
Top 5 Retirement Questions Most People Don’t Ask

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

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Top 5 Retirement Questions Most People Don't Ask
Top 5 Retirement Questions Most People Don’t Ask

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

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Tax Talk
Tax Talk

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

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Tax Talk
Tax Talk

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

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Tax Talk
Bertram Financial August 15th Market Update

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

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Tax Talk
Bertram Financial August 15th Market Update

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

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August Power Hour - Intro to the Universal Family Office
August: Universal Family Office Intro

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

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August Power Hour - Intro to the Universal Family Office
August: Universal Family Office Intro

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

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July Power Hour - Market Update
July Power Hour – Market Update

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

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July Power Hour - Market Update
July Power Hour – Market Update

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

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June Power Hour
June Power Hour – Men and Money

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

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June Power Hour
June Power Hour – Men and Money

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

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Green Money: A Financial World's Hidden Gem
Green Money: Finance’s Hidden Gem

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

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Green Money: A Financial World's Hidden Gem
Green Money: Finance’s Hidden Gem

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

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Investment Vehicles - What Is Yellow Money?
Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

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Investment Vehicles - What Is Yellow Money?
Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

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February Power Hour - The Smartest Investment
February Power Hour – The Smartest Investment

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

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February Power Hour - The Smartest Investment
February Power Hour – The Smartest Investment

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

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