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Category Archive: Wealth Planning

September 3, 2019

Market Commentary – September 2019

Market Commentary – September 2019

Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… Recent (GDP) data looks like second quarter, instead of being 2.1%, is going to be under 2%. Experts say this quarter looks under 2%. I don’t see a recession, (but)…
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August 6, 2019

Market Commentary – August 2019

Market Commentary – August 2019

Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… In the first half of 2019 there were signs of a slowdown in economic growth…We expect this pattern to continue for the rest of this year and into 2020 with…
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June 5, 2019

BWP Market Commentary – June 2019

BWP Market Commentary – June 2019

Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying: Summer tariff increases are likely to keep consumer spending sluggish. We believe declining spending would result in near-term weakness for the consumer, but not a bear market. U.S. consumers are relatively…
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May 14, 2019

Bernardo Wealth Planning Market Update

Bernardo Wealth Planning Market Update

Considering the recent market volatility, we’d like to share the thoughts of our investment committee. Stocks have come under pressure as trade negotiations between the U.S. and China heat up. In our view, both countries would benefit from easier trade policies which give us a…
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April 4, 2019

Bernardo Wealth Planning March Market Commentary

Bernardo Wealth Planning March Market Commentary

Key Takeaways: Stocks performed well in March, capping off a strong first quarter of 2019 The US economy continues to grow but economists expect slower growth moving forward Interest rates moved sharply lower in March as investors were concerned over global growth and dovish central banks….
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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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