The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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May Power Hour – Women and Wealth

May 9, 2022

  Women today have much to celebrate Over the past few generations, women have made impressive social strides and are more educated, earn higher income and assume a more powerful…

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The 3 M’s of Money Managment

April 28, 2022

The three M’s of Money Management – Measure, Manage, Monitor Measure There’s three different aspects of the term measure. The first one is probably the most common you might think…

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April Power Hour – Understanding Market Volatility and Rising Interest Rates

April 3, 2022

  April Power Hour – Understanding Market Volatility and Rising Interest Rates April Updates Market Update At the worst point of the sell-off this year, the S&P 500 was down…

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Investment Vehicles – What Is Yellow Money?

March 28, 2022

For the Video version of the following post – Click HERE. This week we’re talking about different investment vehicles. Part of that will be discussing the Colors of Money strategy…

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I don't want to lose money, what do I do?

I don’t want to lose money! What should I do?

March 21, 2022

  I have never heard anyone say they want to lose money! As we move closer to retirement and beyond, losing money becomes a bigger concern for most people, you…

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March Power Hour – Investment Strategies

March 8, 2022

  CLICK HERE  to watch the full Power Hour! This Power Hour is packed with powerful insights about investment strategies, risk management, and timely updates from our portfolio management team.…

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Bertram Financial Power Hour

February Power Hour – The Smartest Investment

February 11, 2022

Below are some of the things we discussed in our February Power Hour / Market Update What drove the market’s returns in 2021 The shift going into 2022 Healthy correction…

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The Greatest Threat to Retirement is Procrastination

January 26, 2022

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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