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Power Hour

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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End of Year Planning and Gifting

By Michelle Bertram | December 6, 2022 | 0

  Wins of the Month Nels shared a win on the team approach. One of their attorneys was in a car accident and is out of work now recovering for…

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Are You Protected If You Need Long Term Care?

By Michelle Bertram | November 7, 2022 | 0

Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary stocks (non-internet)… while Tech earnings are pulling back modestly…

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The Health Insurance Tax, Penalty or Refund?

By Michelle Bertram | October 24, 2022 | 0

  The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You may have never thought about it…

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Bertram Financial, August 15th, Market Update

By Michelle Bertram | August 15, 2022 | 0

  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…

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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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Inflation Protection and Wealth Insurance

By Michelle Bertram | July 25, 2022 | 0
July 25 Power Hour Follow Up

Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…

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July Power Hour – Market Update

By Michelle Bertram | July 11, 2022 | 0

  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…

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  • 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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