fbpx Skip to content
logo-header

      Schedule a Virtual Coffee Chat

MENU
  • Home
  • Meet Us
  • Work With Us
    • Financial Planning
    • Speaking
  • Blog
  • Resources
    • Life Balance
    • Our Book – “Creating Your Dream Retirement”
    • Friends and Family
    • The Collaborative
  • Contact
MENU
×
  • Home
  • Meet Us
  • Work With Us
    • Financial Planning
    • Speaking
  • Blog
  • Resources
    • Life Balance
    • Our Book – “Creating Your Dream Retirement”
    • Friends and Family
    • The Collaborative
  • Contact

Archive for September 2022

Importance of the Connection Between Your Life Insurance and Your Estate Plan

By Michelle Bertram | September 26, 2022 | 0

Today, watch Nels Donovan discuss important issues surround Estate Planning. Since September is Life Awareness Month – Nels uses the opportunity to discuss the importance of aligning your Life Insurance…

Read More

Betram Financial September 2022 Market Update

By Michelle Bertram | September 19, 2022 | 0

  In this monthly installation of our Market Update, we discuss the rocky road that the market has taken year to date. After slight rebounds at the end of the…

Read More

September Power Hour – Life Insurance Awareness Month

By Michelle Bertram | September 12, 2022 | 0

“Enjoy the little things in life because one day you’ll look back and realize they were the big things.” – Robert Brault Market Updates Earnings & Valuations Corporate earning continued…

Read More

Top 5 Retirement Questions Most People Don’t Ask

By Michelle Bertram | September 6, 2022 | 0

Yesterday, someone asked me how I decided to go into the financial business. They asked me if it was because I just love numbers? They were curious what the driving…

Read More

Recent Posts

  • January Market Update – The 60/40 Rule is Dead
  • January 2023 Power Hour – DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA
  • 2023 is HERE! Happy New Year!
  • The Greatest Gift of Christmas
  • December Market Update – Tax Harvesting

Monthly Archives

Categories

Don't miss a post!

Sign up to receive an email notification when a new blog post is published.

Select the categories you'd like to be notified:

You’ve been successfully subscribed to receive an email notification when a new post is published!

logo-footer

Contact Us

Phone: 608.987.1511
Email: fullcircle@bertramfinancial.com

Our Location

229 High St.
Mineral Point, WI 53565
Get Directions

Connect

Disclosures

Privacy Policy
Terms of Use
ADV 2
Ethics Pledge
Social Media Disclaimer
IAPD

Check Us Out

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.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of this information contained shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC insured.

These resources are for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

The information posted on Bertram Financials’ social media sites (“Sites”) should not be construed as a specific recommendation by Bertram Financial, its principals, or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice.

Any opinions expressed on Bertram Financials’ Sites are as of the date of publication and are subject to change. Information that Bertram Financial shares on such Sites is taken from sources that Bertram Financial believes to be reliable, but is not guaranteed by Bertram Financial for accuracy or completeness.

Bertram Financial is not affiliated with the sites on which we may post and has no control over how LinkedIn, Facebook, Google+, or other third parties will use the information shared on the Sites.

We recommend you read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to these.

Call Now Button