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Tag: investmentstrategies
What Is An Annuity?
What Is An Annuity?

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

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What Is An Annuity?
What Is An Annuity?

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

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Friday Focus: Buyer Beware
Friday Focus: Buyer Beware

Friday Focus: Buyer Beware  Friday Focus: Buyer Beware- Embarking on a...

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Friday Focus: Buyer Beware
Friday Focus: Buyer Beware

Friday Focus: Buyer Beware  Friday Focus: Buyer Beware- Embarking on a...

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The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

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The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

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Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

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Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

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April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

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April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

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Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

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

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Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

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

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Important Memo – FDIC Bankers Lack Confidence in the FDIC

The FDIC is what insures your bank deposits and knowing something is...

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Important Memo – FDIC Bankers Lack Confidence in the FDIC

The FDIC is what insures your bank deposits and knowing something is...

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The Magic of Green Money
The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy...

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The Magic of Green Money
The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy...

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Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

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Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

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Tax Talk - The Secure Act 2.0
Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

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Tax Talk - The Secure Act 2.0
Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

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January Market Update - The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just...

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January Market Update - The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just...

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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: Tax Talk –...

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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: Tax Talk –...

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Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

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Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

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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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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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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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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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Do I Need An Advisor?
Do I Need An Advisor?

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

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Do I Need An Advisor?
Do I Need An Advisor?

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

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