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Tag Archive: trade

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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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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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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December 4, 2018

Bernardo Wealth Planning November Market Commentary

As I was sitting here writing how great the market did in November (up 2%!), the Dow is selling off 700 points and making my analysis of the market last month futile. Yesterday was a day of euphoria as the “trade truce” from the G20 Summit…
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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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