• Charles Schwab
  • eMoney
Bernardo Group
  • Process
  • Team
  • Insight
  • Resources
  • 401(k)

Category Archive: Uncategorized

March 11, 2025

Navigating Market Volatility: A Long Term Perspective

Navigating Market Volatility: A Long Term Perspective

The financial markets have been facing significant volatility lately, largely driven by recent policy announcements, including President Trump’s proposed tariff increases. Just this Tuesday, President Trump suggested raising tariffs on Canadian aluminum and steel from 25% to 50%, contributing to an already uncertain market environment. …
READ MORE

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

March 3, 2025

Market Commentary: March 2025

Market Commentary: March 2025

By day count February is the shortest month of the year, however it sure did not feel that way with constant headlines out of Washington. Between tariff talk, federal layoffs, negotiating wartime agreements, and earnings seasons there was a lot to digest during the month….
READ MORE

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

January 31, 2025

Market Commentary:  February 2025

Market Commentary: February 2025

January has seen continued strength from the equity markets as there has been a strong bid for stocks from both the value and growth part of the market. Since his inauguration on January 20th, Donald Trump has signed a plethora of executive orders that have…
READ MORE

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

January 21, 2025

MAXIMIZING YOUR CHARITABLE GIVING IN 2025

MAXIMIZING YOUR CHARITABLE GIVING IN 2025

In 2017 the standard deduction approximately doubled, meaning many taxpayers who normally itemized their deductions found it beneficial to take the standard deduction. For those who are charitably inclined, “bunching” your charitable contributions into one year (itemizing deductions), and taking the standard deduction the following year…
READ MORE

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

December 3, 2024

Market Commentary:  December 2024

Market Commentary: December 2024

Election in the Rearview Mirror The much-anticipated presidential election has concluded, with Donald Trump winning the US election and becoming only the second US president in history to serve non-consecutive terms. Following the election, equity markets have remained strong, reflecting the general market consensus that…
READ MORE

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Categories

  • View All
  • Financial
  • Investment
  • Networking
  • Uncategorized
  • Wealth Planning

Popular Tags:

  • Stocks
  • investments
  • IRA Distributions
  • Global Economy
  • Networking
  • Recession Risk
  • Investment
  • Financial Recap
  • Market update
  • Market Volatility
  • Finance
  • market commentary
  • Tax Deductions
  • Market Insight
  • Financial planning
  • Charitable Giving
  • trade
  • economy
  • Stock volatility
  • Job Growth

Contact Us

267.500.1080

contact@bernardowealthplanning.com

Get Directions

272 Ruth Road // Harleysville, PA 19438

Connect With Us

Bernardo Wealth Planning LLC BBB Business Review

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

Legal Disclosure

contact@bernardowealthplanning.com | 267-500-1080 | 272 Ruth Road, Harleysville, PA 19438