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Category Archive: Investment

January 6, 2018

Bernardo Wealth Planning 2017 Year in Review

Key Points: 2017 was a very good year for stocks Bonds had a positive return, with the yield curve flattening Tax reform was passed by Congress 2017 turned out to be a very good year for US stocks.  The S&P500 completed its ninth consecutive year…
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December 11, 2017

Bernardo Wealth Planning November Market Commentary

Key Points: Stocks had another solid month with the Dow and S&P500 hitting record highs The strong returns in the U.S. stock market were felt across all market caps and styles Tax reform seems to be working its way through the system, creating risk on/risk…
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November 6, 2017

Bernardo Wealth Planning October Market Commentary

Key Points: Stocks continue to reach all-time highs with the Dow Jones Industrial Average soaring past 23,000 The US economy expanded by 3% in the third quarter Corporate earnings came in strong during October, with Caterpillar, 3M, Amazon and GM all reporting earnings above analyst…
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October 5, 2017

Bernardo Wealth Planning September Market Commentary

Key Points: Global economic growth continues to trend higher September saw a record for stocks, hitting all-time highs With failed attempts to alter healthcare, congress has tax reform front and center   The world continues to recover from the lows of the financial crisis. Above…
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September 8, 2017

Bernardo Wealth Planning August Market Commentary

Key Points: The US economy continues to look strong with GDP rising to 3% in Q2; Hurricane Harvey left its wrath on Texas, impacting thousands of lives in Houston and having reverberations in energy and stock markets; The political environment is getting increasingly more complex,…
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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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