Posts Tagged ‘#FinancialHelp’
Easter Bunnies Versus The Real Meaning Of Easter
Have you ever found yourself questioning the peculiarities of life, such as a snowstorm in April or the curious blend of Easter bunnies with the profound celebration of resurrection?…
Read MoreFriday Focus: Buyer Beware
Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions, we delve into the intricate details of these…
Read MoreThe Top 3 Financial Resolutions That You Can Accomplish
As we embrace the dawn of a new year, the ethereal beauty of snow-covered landscapes invites contemplation on the symbiotic relationship between beauty and effort. It’s a sentiment akin to…
Read MoreDifferent Types of Advisors and how to choose the right one
Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a recent conversation with a retired business leader, I gained valuable insights into…
Read MoreDeciphering Fed – Managing Market
Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering the Federal Reserve Meeting: What it Means for Your Investments We understand that parsing through Federal Reserve statements…
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 MoreNovember Market Update
November 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…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
The 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…
Read MoreBertram Financial Weekly Estate Planning Spotlight
Bertram 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…
Read MoreJuly Power Hour – Market Update
July 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…
Read More