While all U.S. paper currency may be green, in the world of investing, we often refer to three distinct "colors" of money—each representing a different category of financial strategy. When evaluating any investment, there are three key qualities we typically seek: safety, liquidity, and growth. The challenge is, no single investment offers 100% of all three. That’s why it’s essential to understand which benefit you’re prioritizing—and what trade-offs you're making—within each "color" of money.
Yellow Money - Cash and savings
Green Money - Protected Principle - Maybe the best-kept secret in the financial world!
Red Money - Not all red money is created equal!
BONUS - The way advisors are paid in each color - this is very enlightening!


Michelle and Bev
Bertram Financial
608-987-1511
This document is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal, investment or tax advice.