Tag: wealthadvisor

January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just...

January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just...

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

End of Year Planning and Gifting

End of Year Planning and Gifting: Wins of the Month Nels shared...

End of Year Planning and Gifting

End of Year Planning and Gifting: Wins of the Month Nels shared...

Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

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...

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...

Green Money: Finance’s Hidden Gem

Green Money: The Best Kept Secret In The Financial World Let’s take...

Green Money: Finance’s Hidden Gem

Green Money: The Best Kept Secret In The Financial World Let’s take...

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...

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Does Indexing Work?

Does Indexing Work? Using an indexing strategy the right way is similar...

Does Indexing Work?

Does Indexing Work? Using an indexing strategy the right way is similar...

Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

Tag: wealthadvisor

January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free

End of Year Planning and Gifting

End of Year Planning and Gifting

Market Update – Returns vs Results

Market Update – Returns vs Results

The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax Penalty or Refund?

Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask

Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight

Tax Talk

Tax Talk

Bertram Financial August 15th Market Update

Bertram Financial August 15th Market Update

June Power Hour – Men and Money

June Power Hour – Men and Money

Green Money: Finance’s Hidden Gem

Green Money: Finance’s Hidden Gem

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

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income

Does Indexing Work?

Does Indexing Work?

Is Life Insurance Expensive?

Is Life Insurance Expensive?

Information Equals Power and Sophistication

Information Equals Power and Sophistication

Professional Management Equals Better Returns

Professional Management Equals Better Returns