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Posts Tagged ‘#Marketupdate’

Refinancing Pause – Capitalizing on Rates

By Michelle Bertram | September 27, 2023 | 0
Market Update - Refinancing Reversed Taking Advantage of Higher Interest Rates

Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the…

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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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