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“The Only Thing That Is Constant Is Change.”
― Heraclitus

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Financial Insights

MARKET COMMENTARY: February 2023

Calmer waters should lie ahead for investors. Inflation is falling, the Fed is nearing the end of its tightening cycle, and much of the expected weakness in economic growth is already reflected in market valuations. – Dr. David Kelly, Chief Global strategist, J.P. Morgan With…
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emX from eMoney Advisor

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We’re excited to introduce emX from eMoney Advisor. More than just Bernardo’s client portal, emX offers you a complete personal financial management website. It keeps your various banking, investment, and insurance accounts updated and organized, lets you manage your budgets and spending, and even helps us chart a path for your long-term-planning goals — all in one convenient online/mobile experience. Contact us to sign up.

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Bernardo Wealth Planning LLC BBB Business Review

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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