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July 14, 2025

What to Do with Early Financial Independence

What to Do with Early Financial Independence

Follow Nick Bernardo on LinkedIn We’re seeing a shift. More clients in their 40s and early 50s are showing up with significant wealth already built. They’re not necessarily looking to retire early but are looking to use their financial position more intentionally. In a recent…
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July 1, 2025

Market Commentary: July 2025

Market Commentary: July 2025

The second quarter of the year ended with U.S. equities at or near record highs, defying turbulence and several macroeconomic uncertainties that sprung up throughout the quarter. Despite concerns around Federal Reserve policy, ongoing fiscal debates, and geopolitical tensions, equity markets have shown impressive resilience…
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June 30, 2025

Using Automation to Build Discipline Into Your Financial Plan

Using Automation to Build Discipline Into Your Financial Plan

Follow Nick on LinkedIn The best financial strategies often start with a simple question: if we already know what we want to do, why aren’t we doing it automatically? That was the core principle of a recent conversation with Justin Gaul, where we unpacked how…
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June 16, 2025

Rethinking Debt & Liquidity

Rethinking Debt & Liquidity

Follow Nick on LinkedIn Some of the most valuable planning conversations start with a simple question: What if? We recently sat down with real estate entrepreneur Justin Gaul and explored how perspectives on debt and liquidity evolve as your financial strategy evolves. What followed was…
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May 30, 2025

Market Commentary: JUNE 2025

Market Commentary: JUNE 2025

Markets in May were buoyed by a combination of geopolitical developments and resilient economic data, even as Moody’s became the third major credit rating agency to downgrade U.S. sovereign debt, lowering its rating from Aaa to Aa1. Despite the symbolic weight of the downgrade—citing rising…
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This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Bernardo Wealth Planning recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. © 2016 Bernardo Wealth Planning

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