Featured Blogs
Individual Stocks vs Mutual Funds and ETFs
Today, I’m excited to delve into a topic that’s unique to how we manage accounts as we talk about the rationale behind building our portfolios primarily with rather than…
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April Friday Focus: Upcoming Election and Your Retirement
April Friday Focus: Upcoming Election and Your Retirement As election season approaches, many find themselves facing uncertainty about how political events will impact their financial well-being and their retirement. From…
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Easter Bunnies Versus The Real Meaning Of Easter
Easter Bunnies Versus The Real Meaning Of Easter Have you ever found yourself questioning the peculiarities of life, such as a snowstorm in April or the curious blend of Easter…
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Bertram Financial: How to Stress Test Your Financial Portfolio
Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial: How to Stress Test Your Financial Portfolio – In the realm of investment management, ensuring the effectiveness of…
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Friday Focus: Buyer Beware
Friday Focus: Buyer Beware Friday Focus: Buyer Beware- Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions,…
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First Friday Focus Annual Financial State Of The Union
First Friday Focus Annual Financial State Of The Union A Mission Critical Look at Market Shifts in 2023: As we pause to think about how remarkable 2023 has been,…
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Different Types of Advisors and how to choose the right one
Different Types of Advisors and how to choose the right one Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a…
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Year-End Planning: What’s Important and What’s Not
As we find ourselves in the midst of the festive season, it’s heartening to have you alongside as we delve into crucial considerations that often extend beyond the immediate financial…
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