What Is An Annuity?

What Is An Annuity? - Michelle Bertram

Annuity. When I say that word some of you have a reaction. Sometimes it’s a positive reaction or it may be a negative reaction. However, that reaction is biased. It’s…

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Should I Sell?

Picture of Financial Advisor - Michelle Bertram

I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?” Considering all of the craziness of 2020, most…

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