Posts Tagged ‘wealthbuilder’
End of Year Planning and Gifting
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…
Read MoreThe Health Insurance Tax Penalty or Refund?
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…
Read MoreMarket Update – Returns vs Results
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…
Read MoreThe 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 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 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 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 MoreGreen Money: Finance’s Hidden Gem
Green Money: The Best Kept Secret In The Financial World Let’s take a look back at a subject that is worth being mindful of, and that is the various colors…
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…
Read More