Posts Tagged ‘#financialadviser’
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 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 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 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 MoreNovember Market Update
Market Update We just finished our midterm election, which always has an impact on the market. Let’s just kind of do like a overall big picture market update. Earnings…
Read MoreBetram 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 rebounds at the end of the…
Read MoreTop 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 love numbers? They were curious what the driving…
Read MoreBertram 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 to estate planning. So often,…
Read MoreInflation Protection and Wealth Insurance
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,…
Read MoreJuly Power Hour – Market Update
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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