Advisor
The Top 3 Financial Resolutions That You Can Accomplish
As we embrace the dawn of a new year, the ethereal beauty of snow-covered landscapes invites contemplation on the symbiotic relationship between beauty and effort. It’s a sentiment akin to…
Read MoreDifferent 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 recent conversation with a retired business leader, I gained valuable insights into…
Read MoreFinancial Personality
Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…
Read MoreJim Kackley’s DREAM Story
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: Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from…
Read MoreWork With a Trusted Advisor!
Work 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…
Read MoreMarket Update – Returns vs Results
Market 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…
Read MoreBertram Financial August 15th Market Update
Bertram 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.…
Read MoreAugust: Universal Family Office Intro
August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask Why? Why supply chain issues, why high gas, what’s the underlining motive… Green New Deal? No…
Read MoreGold and Silver
Gold 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…
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