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Tag Archive: Finance

April 4, 2019

Bernardo Wealth Planning March Market Commentary

Bernardo Wealth Planning March Market Commentary

Key Takeaways: Stocks performed well in March, capping off a strong first quarter of 2019 The US economy continues to grow but economists expect slower growth moving forward Interest rates moved sharply lower in March as investors were concerned over global growth and dovish central banks….
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economy Finance investments market commentary Stocks trade

March 5, 2019

Bernardo Wealth Planning February Market Commentary

Bernardo Wealth Planning February Market Commentary

Key Takeaways: Stock prices have bounced back from the lows of December with most markets exhibiting strong returns for 2019 The US economy grew 2.6% in Q4, alleviating some of the recession fears over the coming quarters The China trade negotiations seemed to be progressing…
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economy Finance market commentary Stocks trade

January 4, 2019

2018 Year End Review

2018 Year End Review

Key Points: US stocks suffered their first calendar year loss, after 9 consecutive years of gains. Healthcare was the best sector for the year, up 6.47%. Bonds had a rough first half of the year but did as we expected in the fourth quarter. The…
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economy Finance Investment Stocks trade

April 3, 2018

Bernardo Wealth Planning March Market Commentary

Key Takeaways: GDP in the fourth quarter was up 2.9% Stock prices saw continued volatility as the tariff tantrum weighed on stocks Bonds advanced in March as yields declined 2018 is turning into a markedly different year for investing than 2017. In the first three…
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Finance Investment

May 20, 2016

Wealth Planning: It’s What Protects You From Overspending

Wealth Planning: It’s What Protects You From Overspending

There is a great deal of competition for a modern family’s income. Each month, the average family writes checks for rent or mortgage, childcare, and utilities. Couple those monthly expenses with outlays for transportation, food, clothing, tuition bills for children, student loan payments, and expenses…
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Finance

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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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