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First Friday

The Magic of Green Money

By Michelle Bertram | March 6, 2023 | 0

Dream Story – Carol Ebert Carol started her career as a Navy Nurse to help people. When she transitioned to the private sector, she quickly relaized that she was not a…

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February Power Hour – State of the Union

By Michelle Bertram | February 6, 2023 | 0

Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do.  Jim and Dory have answered that question for…

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January 2023 Power Hour – DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA

By Michelle Bertram | January 17, 2023 | 0

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…

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September Power Hour – Life Insurance Awareness Month

By Michelle Bertram | September 12, 2022 | 0

“Enjoy the little things in life because one day you’ll look back and realize they were the big things.” – Robert Brault Market Updates Earnings & Valuations Corporate earning continued…

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August Power Hour – Intro to the Universal Family Office

By Michelle Bertram | August 8, 2022 | 0

    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…

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June Power Hour – Men and Money

By Michelle Bertram | June 14, 2022 | 0
June Power Hour

      Men have historically been accepted to be the breadwinner and CEO or the house and while today that is not always the case, men often still feel that…

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February Power Hour – The Smartest Investment

By Michelle Bertram | February 11, 2022 | 0
Bertram Financial Power Hour

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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Financial Power Hour: 2022 Checklist Challenge

By Michelle Bertram | January 11, 2022 | 0

Start 2022 with a new way to think about planning and hear what is most are the most important things you should do in 2022 from the eyes of a…

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Financial Power Hour: Tax Complexities Simplified

By Michelle Bertram | December 6, 2021 | 0

Market Update -What’s hot and what’s not! -What is the outlook for the market? Truth about the 60/40 portfolio and bond alternatives. Where Crypto and Gold & Silver fit in…

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Financial Power Hour: All About Gifting

By Michelle Bertram | November 12, 2021 | 0

 Market Update -What’s hot and what’s not! -Stock Market, Bonds, Crypto, Gold …  Featured Topic -All about gifting! How much can you gift, reporting gifts, the tax consequences, and the…

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Recent Posts

  • Market Update – A Turbulent Ride
  • The Magic of Green Money
  • Estate Planning Spotlight – Feb 28
  • Suprise! Taxes from Investments
  • February 2023 Market Update – 2023 Opportunities

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

 

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