Shifting Into Retirement

Shifting Into Retirement Blog by Michelle Bertram

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka income), especially for someone who’s getting close to or in retirement. As people get closer to retirement they…

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Market Update

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and the bond, but nobody really pays attention to the bond market, although we should. Today we’re speaking with…

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What Is An Annuity?

What Is An Annuity? - Michelle Bertram

Annuity. When I say that word some of you have a reaction. Sometimes it’s a positive reaction or it may be a negative reaction. However, that reaction is biased. It’s…

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Should I Sell?

Picture of Financial Advisor - Michelle Bertram

I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?” Considering all of the craziness of 2020, most…

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Beware of Bonds

Invest Using Bonds - Michelle Betram

There are different methods to invest using bonds, and many think this may be a smart move.   Using Bonds To Invest When markets are volatile, like they have been…

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