Posts Tagged ‘investingforwealth’
The 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 MoreTop 5 Retirement Questions Most People Don’t Ask
Top 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…
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 MoreTax Talk
Tax Talk Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that…
Read MoreBertram Financial August 15th Market Update
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.…
Read MoreAugust: Universal Family Office Intro
August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask Why? Why supply chain issues, why high gas, what’s the underlining motive… Green New Deal? No…
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,…
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 MoreJune Power Hour – Men and Money
June Power Hour – Men and Money June Power Hour – Men and Money have been accepted to be the breadwinner and CEO or the house and…
Read MoreInvestment Vehicles – What Is Yellow Money?
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…
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