You're Invited!
What happened with the market in 2025 and what's in the mix in 2026?!
In our annual State of the Union, Gue Riccardi, who is our head portfolio manager, will join us as we...
- Examine whether what we thought at the beginning of 2025 came to pass
- Review the actual performance of our investment strategies
- Discuss what is currently affecting the market and what we see for the year ahead
- Reveal how we are positioning portfolios to take advantage of opportunities & reduce risk
- Explore how lower interest rates will affect both fixed investments, green money, and the market
Plus, we will announce plans for upcoming educational events, new programs, and other Bertram Financial updates.
Be sure to register and let us know any specific topics you would like us to cover or any questions you would like addressed.