Uncategorized
Women and Wealth – May Power Hour
Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about…
Read MoreTax Talk – How different Investments Are Taxed
Tax Talk – How different Investments Are Taxed In the latest market update blog, I employed an analogy involving cars. And I will continue using it as we discuss how…
Read MoreCrucial Estate Plan Linkage
Importance of the Connection Between Your Life Insurance and Your Estate Plan Importance of the Connection Between Your Life Insurance and Your Estate Plan Today, watch Nels Donovan discuss important…
Read MoreBetram Financial September 2022 Market Update
Betram Financial September 2022 Market Update, In this monthly installation of our Market Update, we discuss the rocky road that the market has taken year to date. After slight…
Read MoreTop 5 Retirement Questions Most People Don’t Ask
Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me how I decided to go into the financial business. They asked me if it was because I just…
Read MoreBertram Financial Weekly Estate Planning Spotlight
Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during the estate planning and spotlight, we discussed some important points that need to be discussed when it comes…
Read MoreThe 3 M’s of Money Managment
The 3 M’s of Money Managment The three M’s of Money Management – Measure, Manage, Monitor Measure There’s three different aspects of the term measure. The first one is probably…
Read MoreEmmanuel, God With Us!!
2020 has been a crazy year, a year of uncertainty, fear, and isolation for many. Let’s put on our 2020 lens and think about the first Christmas when Jesus was…
Read MoreStart Today
5 Principles to Restore Order and keep you well! Number One – Start Today This is about making a decision. Decide comes from the same word as homicide, which means…
Read MoreDiversification: Portfolio Safety’s Cornerstone
Common Portfolio Wisdom – The Key to Safety is Diversification Pros – Gains in one asset class may offset losses in another. Diversification offers more stability than holding just one…
Read More