Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald…

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The Retirement Shift

The Retirement Shift Presented By Bertram Financial

   As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage…

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Hope

Hope

Hope. As I reflect on Christmas, and the meaning of Christmas, hope is a word that keeps resonating with me.    Maybe that’s because there’s a lot of areas in…

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3 Unique Gift Ides

3 Unique Gift Ides

The countdown to Christmas has begun. Do you have your Christmas shopping done?  I know it’s said that it’s more blessed to give than to receive, but sometimes it feels…

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