Posts Tagged ‘investingstrategy’
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 More
February 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 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
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
The Health Insurance Tax, Penalty or Refund?
The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You may have never thought about it…Read More
Market Update – Returns vs Results
Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little bit more in depth with this.…Read More
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 away from a client. Often, this has…Read More
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 love numbers? They were curious what the driving…Read More
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 he shared, talking…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