Tag: InvestmentStrategy

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...

Beware of Bonds

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

Beware of Bonds

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

The Secrets of Investing – Bond Funds and Diversification

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

The Secrets of Investing – Bond Funds and Diversification

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

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...

August: Universal Family Office Intro

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

August: Universal Family Office Intro

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

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...

New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Tag: InvestmentStrategy

Stocks vs. Other Investments: Common Wisdom

Stocks vs. Other Investments: Common Wisdom

Stock Market Investments: Red Money

Stock Market Investments: Red Money

Market Update

Market Update

401K Rollover Options

401K Rollover Options

Shifting Into Retirement

Shifting Into Retirement

Building An Investment Portfolio

Building An Investment Portfolio

Do Gold and Silver Have A Place Inside My Portfolio?

Do Gold and Silver Have A Place Inside My Portfolio?

Should I Sell?

Should I Sell?

Beware of Bonds

Beware of Bonds

The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification

Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask

Tax Talk

Tax Talk

Bertram Financial August 15th Market Update

Bertram Financial August 15th Market Update

August: Universal Family Office Intro

August: Universal Family Office Intro

July Power Hour – Market Update

July Power Hour – Market Update

June Power Hour – Men and Money

June Power Hour – Men and Money

Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money?

Do I Need An Advisor?

Do I Need An Advisor?

New Opportunity for Lazy Money

New Opportunity for Lazy Money

Securing Retirement: Part 2

Securing Retirement: Part 2