Tag: investmentstrategies

Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Lazy Money

Success is defined in many ways, but I would say for someone...

Lazy Money

Success is defined in many ways, but I would say for someone...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Should I Sell?

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

Should I Sell?

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

January Market Update – The 60/40 Rule is Dead

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

January Market Update – The 60/40 Rule is Dead

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

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Market Update – Returns vs Results

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

Market Update – Returns vs Results

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

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...

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...

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...

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...