Featured Blogs
First Friday Live – End of Year Planning
Welcome to our First Friday series that we’re doing on the First Friday of the month at 12:30 pm CST. We’re going to be LIVE on Facebook and talking…
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Tax Planning and Investing – Part 1
I want to talk today about tax planning and how it relates to investing. In our financial life, there are really four quadrants. There is the tax planning quadrant,…
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The Secrets of Investing – Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification Are Bond Funds Good? Last week we covered the first part of this interview on mutual funds, now let’s pick up…
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The Secrets of Investing (Part 1)
The Good and the Bad of Mutual Funds Michelle Bertram: Today we’re talking about a topic that I think is going to be very interesting to most of you.…
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The Election and The Market
Let’s talk about the election and the market. As you know, the market experiences quite a bit of volatility around election time and we’re here to talk post-election and what…
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Health Insurance After Retirement
Health Insurance After Retirement Answering the health insurance question of where you’re going to get health coverage sometimes becomes one of the biggest hurdles to retirement or one of the…
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How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market? Michelle Bertram: “How is the election going to affect the market?” That’s a question I hear continually, almost every day right…
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How Will The Election Affect The Stock Market?
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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