fbpx Skip to content
logo-header

      Schedule a Virtual Coffee Chat

MENU
  • Home
  • Meet Us
  • Work With Us
    • Financial Planning
    • Speaking
  • Blog
  • Resources
    • Life Balance
    • Our Book – “Creating Your Dream Retirement”
    • Friends and Family
    • The Collaborative
  • Contact
MENU
×
  • Home
  • Meet Us
  • Work With Us
    • Financial Planning
    • Speaking
  • Blog
  • Resources
    • Life Balance
    • Our Book – “Creating Your Dream Retirement”
    • Friends and Family
    • The Collaborative
  • Contact

Posts Tagged ‘#financialadvisor #investing #stockmarket #financialplanning #wealthmanagement’

Market Update – A Turbulent Ride

By Michelle Bertram | March 14, 2023 | 0

“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 More

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…

Read More

Estate Planning Spotlight – Feb 28

By Michelle Bertram | February 28, 2023 | 0

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 More

Suprise! Taxes from Investments

By Michelle Bertram | February 20, 2023 | 0

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 More

February 2023 Market Update – 2023 Opportunities

By Michelle Bertram | February 13, 2023 | 0

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 More

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…

Read More

January Market Update – The 60/40 Rule is Dead

By Michelle Bertram | January 23, 2023 | 0

  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 More

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…

Read More

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…

Read More

Tax Talk – Taking money from your IRAs tax-free

By Michelle Bertram | November 21, 2022 | 0

Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from IRAs to pay for long term care costs and in…

Read More
Older Posts »

Recent Posts

  • 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

Monthly Archives

Categories

Don't miss a post!

Sign up to receive an email notification when a new blog post is published.

Select the categories you'd like to be notified:

You’ve been successfully subscribed to receive an email notification when a new post is published!

logo-footer

Contact Us

Phone: 608.987.1511
Email: fullcircle@bertramfinancial.com

Our Location

229 High St.
Mineral Point, WI 53565
Get Directions

Connect

Disclosures

Privacy Policy
Terms of Use
ADV 2
Ethics Pledge
Social Media Disclaimer
IAPD

Check Us Out

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/.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of this information contained shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC insured.

These resources are for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

The information posted on Bertram Financials’ social media sites (“Sites”) should not be construed as a specific recommendation by Bertram Financial, its principals, or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice.

Any opinions expressed on Bertram Financials’ Sites are as of the date of publication and are subject to change. Information that Bertram Financial shares on such Sites is taken from sources that Bertram Financial believes to be reliable, but is not guaranteed by Bertram Financial for accuracy or completeness.

Bertram Financial is not affiliated with the sites on which we may post and has no control over how LinkedIn, Facebook, Google+, or other third parties will use the information shared on the Sites.

We recommend you read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to these.

Call Now Button