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Tag Archive: Financial planning

October 10, 2019

Are you over 70 ½ and making charitable donations?

Are you over 70 ½ and making charitable donations?

Because of the recent tax law changes, a large majority of Americans will use the standard deduction for 2019, instead of itemizing.  However, if you are still charitably inclined and over age 70 ½ there is another way to continue your donations and reduce your…
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Charitable Giving Financial planning IRA Distributions Tax Deductions

July 1, 2019

Market Commentary – July 2019

Market Commentary – July 2019

Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying: Events are changing rapidly, and that’s why we are seeing higher levels of market volatility almost on a daily basis. If you could put aside the trade disputes for a…
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Financial planning Investment market commentary Stocks

May 14, 2019

Bernardo Wealth Planning Market Update

Bernardo Wealth Planning Market Update

Considering the recent market volatility, we’d like to share the thoughts of our investment committee. Stocks have come under pressure as trade negotiations between the U.S. and China heat up. In our view, both countries would benefit from easier trade policies which give us a…
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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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