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Category Archive: Financial

May 5, 2020

Market Commentary – May 2020

Market Commentary – May 2020

April was a positive month for the equity markets, but what does the balance of the year look like for investors?  Here’s what the experts are saying about what lies ahead… Although economic growth is in the midst of a widespread collapse, we think stimulus…
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April 2, 2020

Market Commentary – April 2020

Market Commentary – April 2020

This month we’re providing some macro perspective on the economic effects of COVID-19. Here’s what the experts are saying about the bigger picture… Looking at severe market declines from 1987, 1998, 2008, 2011 and 2015 shows that these selloffs typically have three phases. The first is a panic-driven waterfall decline marking a bottom…
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March 5, 2020

Market Commentary – March 2020

Market Commentary – March 2020

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying in regards to the coronavirus and its global and economic impact…  The U.S. economy will take a hit, but a recession still looks unlikely. U.S. economic data over the past couple…
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February 28, 2020

Market Update

Market Update

Considering the volatility in the markets related to Coronavirus, we’d like to provide some of our thoughts:   1. As always, we believe that determining an asset allocation policy (stock and bond percentage allocation) is the most important starting block of investing.  If we set this up properly through…
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February 6, 2020

Market Commentary –  February 2020

Market Commentary – February 2020

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying… The preliminary resolution to the US-China trade war should remove some lingering uncertainty from the global economy and markets. Coupled with central bank activity, equities appear to have a favorable…
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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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