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Category Archive: Uncategorized

March 24, 2023

Schwab and Asset Safety

In follow-up to my video yesterday, I had a number of clients reach out asking if their assets are safe at Schwab. I believe there is no question that the answer is YES. Schwab is a very strong institution that is not caught up in…
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February 28, 2023

MARKET COMMENTARY: March 2023

MARKET COMMENTARY: March 2023

Consumer activity has been strong, but can that continue? We expect the first reading of fourth-quarter GDP to reflect growth around 3% on an annualized basis. Economic growth was driven by stronger-than-expected consumer activity, with savings drawdowns serving as the primary source of financing amid…
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January 30, 2023

MARKET COMMENTARY: February 2023

MARKET COMMENTARY: February 2023

Calmer waters should lie ahead for investors. Inflation is falling, the Fed is nearing the end of its tightening cycle, and much of the expected weakness in economic growth is already reflected in market valuations. – Dr. David Kelly, Chief Global strategist, J.P. Morgan With…
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January 4, 2023

MARKET COMMENTARY: January 2023

MARKET COMMENTARY: January 2023

What’s to come in the year ahead? Everyone wants to know when the next recession will start and how long it will last. While each recession is painful in its own way, one potential bright spot is that they don’t historically last very long. What’s…
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December 6, 2022

MARKET COMMENTARY: December 2022

MARKET COMMENTARY: December 2022

Inflation moderation, is it enough for the Fed to ease up on rate hikes? Key to when the Fed’s job is seen as largely done will likely be stabilization in areas like housing, purchasing managers indexes (PMIs) and consumer/CEO confidence. The Fed has telegraphed an…
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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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