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Join date: Sep 14, 2021
Posts (4)

Nov 3, 2023 ∙ 5 min
For Bondholders Patience is a Virtue
Let’s face it… Investors have been absolutely punished for holding bonds these last few years. As an aggregate, the US bond market is...
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Mar 14, 2023 ∙ 4 min
Are the Banks Failing? What Our Clients Should Know.
With the recent headlines about the banking system, and the collapse of Silicon Valley Bank (SVB) over the past few days, we at BTG...
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Oct 14, 2022 ∙ 3 min
What is a Roth Conversion and Is It Right for Me?
The financial world has a way of turning simple concepts into intimidating jargon. And I think you can add “Roth Conversion” to that...
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Andy Gerhartz, CFP® , MSPFP
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