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Archive for October 2020

How Is The Election Going To Affect The Market?

By Praxis Metrics | October 25, 2020 | 0

Michelle Bertram: “How is the election going to affect the market?” That’s a question I hear continually, almost every day right now. And Guy, you’re probably getting the same questions.…

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The Collaborative – Tax Incentives

By Praxis Metrics | October 21, 2020 | 0
People In A Meeting - The Collaborative

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.…

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The Collaborative – Advanced Tax Planning

By Praxis Metrics | October 20, 2020 | 0
People In A Meeting - The Collaborative

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 and corporate deadlines too. And then…

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How Will The Election Affect The Stock Market?

By Praxis Metrics | October 19, 2020 | 0

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,…

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Do I Need Life Insurance?

By Praxis Metrics | October 11, 2020 | 0
Bertram Financial - 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…

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The Greatest Threat to Retirement is Procrastination

By Praxis Metrics | October 4, 2020 | 0
Retirement Procrastination - Bertram Financial

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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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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