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Category Archive: Financial

September 6, 2018

Bernardo Wealth Planning August Market Commentary

Bernardo Wealth Planning August Market Commentary

Key Takeaways: U.S. stocks achieved new highs while international markets continued to lag Economic growth in the U.S. was revised up to 4.2% in the second quarter Interest rates fluctuated in August with the yield curve flattening The summer of ’18 has unofficially come and…
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August 15, 2018

How safe is your wire transfer?

How safe is your wire transfer?

I was recently part of a real estate settlement. While we were waiting, the title agent told us a story about a settlement that went horribly wrong. The buyer’s email was hacked (unbeknownst to the buy) and the hacker sent wire instructions to the seller…
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August 6, 2018

Bernardo Wealth Planning July Market Commentary

Bernardo Wealth Planning July Market Commentary

Key Takeaways: Global stocks performed well in July after a sluggish June Job growth remains strong in the US, bolstering the US economy Trade tensions eased as the US met with the European Union and Mexico July proved to be a positive month for risk…
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July 9, 2018

Bernardo Wealth Planning June Market Commentary

Bernardo Wealth Planning June Market Commentary

Key Takeaways: Stocks exhibited a good deal of volatility for the month of June Politics continue to dominate the headlines, but fundamentals remain strong The US Dollar strengthened during the month, putting pressure on international investments As we closed the books on the first half…
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June 7, 2018

Bernardo Wealth Planning May Market Commentary

Bernardo Wealth Planning May Market Commentary

Key Takeaways: Domestic stocks enjoyed a strong May Politics continue to dominate the headlines, but fundamentals remain strong Short-term Treasury yields exceeded the yield on the S&P500 May produced strong domestic equity returns with the S&P500 up 2.41%. Small cap stocks fared much better with…
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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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