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  • Work With Us
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    • Book – “Creating Your Dream Retirement”
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    • Colors of Money – free ebook
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Posts Tagged ‘investingtips’

Women and Wealth – May Power Hour

By Michelle Bertram | May 8, 2023 | 0
Women and Wealth - May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about wellness.…

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April Power Hour -Take Charge of Your Taxes

By Michelle Bertram | April 10, 2023 | 0
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…

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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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Important Memo – FDIC Bankers Lack Confidence in the FDIC

By Michelle Bertram | April 3, 2023 | 0

The FDIC is what insures your bank deposits and knowing something is FDIC insured, often gives people a sense of comfort or security. However, Wall Street Silver on Twitter recently…

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Tax Talk – The Secure Act 2.0

By Michelle Bertram | January 30, 2023 | 0
Tax Talk - The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…

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January Market Update – The 60/40 Rule is Dead

By Michelle Bertram | January 23, 2023 | 0
January Market Update - The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…

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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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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/.

 

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