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  • Home
  • Our Team
  • Work With Us
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    • Book – “Creating Your Dream Retirement”
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    • Colors of Money – free ebook
    • Life Balance
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Posts Tagged ‘InvestmentStrategy’

4 Ways to Reduce or Avoid Capital Gains Tax

By Michelle Bertram | August 2, 2023 | 0
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…

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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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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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Suprise! Taxes from Investments

By Michelle Bertram | February 20, 2023 | 0
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…

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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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The Greatest Gift of Christmas

By Michelle Bertram | December 20, 2022 | 0
The Greatest Gift of Christmas

Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…

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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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Top 5 Retirement Questions Most People Don’t Ask

By Michelle Bertram | September 6, 2022 | 0
Top 5 Retirement Questions Most People Don't Ask

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me how I decided to go into the financial business. They asked me if it was because I just…

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  • The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
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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/.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of this information contained shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC insured.

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