Archive for October 2020
How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market? Michelle Bertram: “How is the election going to affect the market?” That’s a question I hear continually, almost every day right…
Read MoreThe Collaborative – Tax Incentives
Michelle Bertram We’ve been talking a lot about taxes the fast few weeks and how it affects individuals, business owners. I wanted to bring on another specialist today, Clark Stover.…
Read MoreThe Collaborative – Advanced Tax Planning
The Collaborative – Advanced Tax Planning Michelle Bertram: Alright, everyone. So taxes are becoming a hot topic. It’s always this time of year with a lot of the extension deadlines…
Read MoreHow Will The Election Affect The Stock Market?
How is the election going to affect the stock market? That’s a very popular question right now at Bertram Financial. I’ve heard people’s hate and fears from both sides,…
Read MoreDo I Need Life Insurance?
For just coming out of September and life insurance awareness month I thought I’d take some time and talk about the question, “Do I need life insurance in my retirement…
Read MoreThe Greatest Threat to Retirement is Procrastination
What do you think is the greatest threat to your retirement? Is it this election and who may win? Maybe you think it’s the Democrats, maybe you think it’s…
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