Posts Tagged ‘investing’
End 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 More
Tax 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 More
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 update. Earnings…Read More
Are You Protected If You Need Long Term Care?
Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary stocks (non-internet)… while Tech earnings are pulling back modestly…Read More
Betram 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 More
Bertram 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 More
June Power Hour – Men and Money
Men have historically been accepted to be the breadwinner and CEO or the house and while today that is not always the case, men often still feel that…Read More
Investment Vehicles – What Is Yellow Money?
For the Video version of the following post – Click HERE. This week we’re talking about different investment vehicles. Part of that will be discussing the Colors of Money strategy…Read More
Do I Need An Advisor?
Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want…Read More
New Opportunity for Lazy Money
Hello everyone, this is a different type of video this week but I am really excited to bring an announcement that’s something that the team behind the scenes has been…Read More