Posts Tagged ‘financial planning’
Are Bonds A Safe Way To Invest?
Are Bonds A Safe Way To Invest? We often hear the question at Bertram Financial. When determining whether bonds are a safe way to invest, conventional wisdom tells us that…Read More
Can You Afford Long Term Care?
On the radio someone texted in a question for me that I want to make sure we answer for everyone. The question was, “How does long term care fit…Read More
Retirement Myth – Diversification Pixie Dust
Diversification means I have low risk, right? Diversification has become like pixie dust in the financial world. People hear that word and think everything is good because they are diversified, but…Read More
Common Portfolio Wisdom – “CASH IS TRASH”
Pros – During times of great market opportunity, cash instruments usually won’t outperform inflation and taxes. Cons – Cash is a great tool to protect portfolios from large long-term…Read More
More than Money – Life Reimagined part 2
Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define…Read More
Common Portfolio Wisdom – “INFORMATION = POWER AND SOPHISTICATION”
Pros – Accurate information is important. Investors have access to more information now due to the Internet. Cons – Power through information is weakened since everybody has access to…Read More
More than Money (Part 1)
More than Money – Life Reimagined Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others it’s…Read More
Common Portfolio Wisdom – A GOOD FUND = 5-STAR RATING
Pros – Rates management quality and consistency. Can demonstrate how that fund could perform in a certain market. Cons – If the market trend changes, the fund’s style and holdings…Read More
Happy 4th of July! Celebrating independence and a look at our WHY
Everyone has a purpose, a why they do the work they do and while everyone may define that differently, a core value is usually financial security. This is the ability…Read More
NIKE, Just do it.
5 Principles to Restore Order and keep you well! Number Five – NIKE, Just do it. Jim Rohn, an American entrepreneur in his rags to riches story said it this…Read More