Bertram Solutions

Whether your financial goals are centered around necessities, milestones, or lifelong dreams: knowing what you want is only the first step. Above all, you need to see a clear path to turning your goals into reality. Our investment advisors help you plan for the future and reach your goals. Our small and dedicated team serves Kirkland and adjacent areas, including Redmond, Bellevue, Bothell, and Woodinville.

The Tortoise and the Hare is one of our favorite fables, telling the story of a race between unequal partners. Investors often describe their goal of beating the market. But much like in the fable, the race is not always to the swift. Instead, investing is a long-term game.

Unfortunately, we often don't have 20 years. Over ten years, it is quite possible to yield negative returns. An example of such a lost decade included the burst of the dot-com bubble in 2000, followed by the housing crisis in 2008. Investors should anticipate seeing similarly unpleasant periods in the future. If we shorten our investment further to 5 years, or even shorter, the picture becomes increasingly worse.

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