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December 1, 2020

Market Commentary December 2020

With COVID-19 vaccines arriving, and the election (almost) behind us, what’s in store for the markets? For next year, the fundamentals continue to suggest a bullish outlook. Our year-end 2021 call for the S&P 500 is 4,200 (up about 15% from last Friday), and we…
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COVID-19 vaccines

January 6, 2021

MARKET COMMENTARY:       January 2021

MARKET COMMENTARY: January 2021

Have we reached a turning point to recovery? The world is turning the corner toward recovery. Economic growth is making a comeback. The International Monetary Fund (IMF) estimates that global GDP will climb 5.2% in 2021. But risks to recovery remain, chief among them a…
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November 1, 2020

Market Commentary –  November 2020

Market Commentary – November 2020

COVID-19 developments, not the Election, will have the bigger impact on the financial markets… •  As the November election approaches, many investors are considering how they should position portfolios ahead of the election. It is always a good principle not to let how you feel…
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September 29, 2020

Market Commentary – October 2020

Market Commentary – October 2020

What lies ahead as we move into election season? For most Americans, November 3rd can’t come soon enough. …we don’t believe (though, that) investors should delay appropriate investments until after the election. After all, almost all elections end up reducing political uncertainty rather than increasing…
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September 9, 2020

Financial Focus:

Financial Focus:

Family Protection It’s Back to School time and many of us are sending our kids, big and small, back to the classroom or back to a virtual learning environment.  We send them off with our hugs and blessings for safety, social engagement and exciting learning…
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Family Protection

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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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