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

Category Archive: Wealth Planning

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…
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)

COVID-19 vaccines

August 4, 2020

Market Commentary — August 2020

Market Commentary — August 2020

Are better days ahead?  And When? Of course, when you’re in the middle of a downturn, it feels like it’s never going to end. But it’s important to remember that market recoveries have been longer and stronger than downturns. Over the past 70 years the average…
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)

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…
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 5, 2020

Market Commentary – March 2020

Market Commentary – March 2020

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying in regards to the coronavirus and its global and economic impact…  The U.S. economy will take a hit, but a recession still looks unlikely. U.S. economic data over the past couple…
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)

February 6, 2020

Market Commentary –  February 2020

Market Commentary – February 2020

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying… The preliminary resolution to the US-China trade war should remove some lingering uncertainty from the global economy and markets. Coupled with central bank activity, equities appear to have a favorable…
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)

Market Insight

Categories

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

Popular Tags:

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

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