Posts Tagged ‘wealthmanagement’
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…
Read MoreThe Fed Move, Election Implications, and More
The Fed Move, Election Implications, and More As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat after…
Read MoreThe Retirement Shift
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 your…
Read MoreApril Friday Focus: Upcoming Election and Your Retirement
April Friday Focus: Upcoming Election and Your Retirement As election season approaches, many find themselves facing uncertainty about how political events will impact their financial well-being and their retirement. From…
Read MoreEaster Bunnies Versus The Real Meaning Of Easter
Easter Bunnies Versus The Real Meaning Of Easter Have you ever found yourself questioning the peculiarities of life, such as a snowstorm in April or the curious blend of Easter…
Read MoreBertram Financial: How to Stress Test Your Financial Portfolio
Bertram Financial: How to Stress Test Your Financial Portfolio – In the realm of investment management, ensuring the effectiveness of your portfolio strategy is paramount. It’s not just about knowing…
Read MoreFriday Focus: Buyer Beware
Friday Focus: Buyer Beware Friday Focus: Buyer Beware- Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions, we…
Read MoreThe Top 3 Financial Resolutions That You Can Accomplish
As we embrace the dawn of a new year, the ethereal beauty of snow-covered landscapes invites contemplation on the symbiotic relationship between beauty and effort. It’s a sentiment akin to…
Read MoreDifferent Types of Advisors and how to choose the right one
Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a recent conversation with a retired business leader, I gained valuable insights into…
Read MorePrepare for incapacity
Prepare for incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main focus revolved around taking care of your loved…
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