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…

Read More

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…

Read More

Do I Need An Advisor?

Picture of Financial Advisor - Michelle Bertram

Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want…

Read More