Posts Tagged ‘investmentstrategies’
The 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 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 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 Market Update – The 60/40 Rule is Dead
As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check out our full market update in the last Power…
Read MoreTax 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 MoreMarket 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 MoreThe 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 MoreTax 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 he shared, talking…
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 MoreJuly 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 start of recessions. Of the 7…
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