Posts Tagged ‘FinancialMarkets’
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 MoreSuprise! Taxes from Investments
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 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 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 MoreJanuary 2023 Power Hour – DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA
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 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 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, August 15th, Market Update
In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes. July was a great month…
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…
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