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...

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...

The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Election and The Market

Let’s talk about the election and the market. As you know, the...

The Election and The Market

Let’s talk about the election and the market. As you know, the...

How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

How Will The Election Affect The Stock Market?

How is the election going to affect the stock market? That’s a...

How Will The Election Affect The Stock Market?

How is the election going to affect the stock market? That’s a...

Should I Buy Gold and Silver?

hould I Buy Gold and Silver? Should I Buy Gold and Silver?...

Should I Buy Gold and Silver?

hould I Buy Gold and Silver? Should I Buy Gold and Silver?...

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

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

The Secrets of Investing (Part 1)

The Secrets of Investing (Part 1)

The Election and The Market

The Election and The Market

How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market?

How Will The Election Affect The Stock Market?

How Will The Election Affect The Stock Market?

Should I Buy Gold and Silver?

Should I Buy Gold and Silver?