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Tag Archive: Investment

December 3, 2019

Market Commentary –   December 2019

Market Commentary – December 2019

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying… What an incredible time to be alive! We stand just five weeks [as of 11/25/2019] from the end of a decade that saw prosperity spread far and wide. Some don’t…
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Financial Recap Global Economy Investment

November 7, 2019

Market Commentary –  November 2019

Market Commentary – November 2019

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying… A near-term recession looks unlikely. Capital markets have embraced a less-bearish outlook for the global economy in recent weeks, with global equities reaching a 20-month high in most places and…
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Global Economy Investment Job Growth Recession Risk

October 1, 2019

Market Commentary – October 2019

Market Commentary – October 2019

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying… Equity markets and other risk assets have experienced many downside risks since the start of 2018, including a contraction in trade and manufacturing, rising political uncertainty, surging bond yields last…
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Investment Market Volatility Recession Risk Stocks

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

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

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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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