Posts Tagged ‘wealth planning’
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 MoreThe 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 MoreFebruary 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
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 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 MoreThe Greatest Gift of Christmas
Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…
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 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…
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