Posts Tagged ‘#bertramfinancial’
Market Update – A Turbulent Ride
“Hold on, we’re in for a bumpy ride.” When I hear those words, it reminds me of being in an airplane when you’re in turbulence. A few years ago, we…
Read MoreThe Magic of Green Money
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…
Read MoreEstate Planning Spotlight – Feb 28
If you think about the medieval period, what comes to mind? For me, it’s kings, queens, knights, and castles with moats. I was just reading a book with Asa about…
Read MoreSuprise! Taxes from Investments
Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…
Read MoreFebruary 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
Read MoreFebruary Power Hour – State of the Union
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…
Read MoreTax Talk – The Secure Act 2.0
The SECURE ACT 2.0 This was signed on December 23, as part of the Omnibus Appropriations package. The main purpose was funding the federal government but it was filled with…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check out our full market update in the last Power…
Read MoreJanuary 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 MoreThe Greatest Gift of Christmas
Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…
Read More