Posts Tagged ‘#financialeducation’
February 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 MoreEnd of Year Planning and Gifting
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 MoreTax Talk – Taking money from your IRAs tax-free
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 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 MoreThe Convervative 60/40 Portfolio Split is Dead!
Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress away from a client. Often, this has…
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 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 MoreAugust Power Hour – Intro to the Universal Family Office
August Power Hour Summary Market Updates Ask Why? Why supply chain issues, why high gas, what’s the underlining motive… Green New Deal? No war, no mass pandemic… Then…
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,…
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