Advisor
January 2023 Power Hour – DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
Read MoreTax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from IRAs to pay for long term care costs and in…
Read MoreWork With a Trusted Advisor!
Is there value in working with professionals? So many of us like to DIY things these days. There’s so many resources online, YouTube blogs, practitioner websites, that going out alone…
Read MoreMarket Update – Returns vs Results
Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little bit more in depth with this.…
Read MoreBertram Financial, August 15th, Market Update
In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes. July was a great month…
Read MoreAugust Power Hour – Intro to the Universal Family Office
August Power Hour Summary Market Updates Ask Why? Why supply chain issues, why high gas, what’s the underlining motive… Green New Deal? No war, no mass pandemic… Then…
Read MoreGold and Silver
Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we turn our focus to Gold and Silver! Don’t…
Read MoreJuly Power Hour – Market Update
July Power Hour Summary Market Update – This has been the worse half year since 1970 United monitors items typically present at the start of recessions. Of the 7…
Read MoreA number of things to do and 1 thing to NOT do
2022 has been a year of volatility. It seems like every month just a little bit crazier! With that in mind and really no end in sight, let’s talk about…
Read MoreMay Power Hour – Women and Wealth
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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