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Category Archive: Investment

December 1, 2020

Market Commentary December 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

July 1, 2020

Market Commentary – July 2020

Market Commentary – July 2020

There is a constant mix of positive and negative news regarding the virus, how the U.S. has handled it, and the resulting impact on the financial markets.  Here’s what the experts are saying about what lies ahead… Stock prices have roared back strongly through the…
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June 2, 2020

Market Commentary – June 2020

Market Commentary – June 2020

Hopefulness and confidence about the future look to prevail. This month, we look to the refreshing and insightful perspective from Bob Doll/Nuveen: Highlights: After holding steady for more than a month, stock markets have been rising noticeably over the last couple of weeks as investors…
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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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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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