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Category Archive: Wealth Planning

October 11, 2018

Market Update

Market Update

Yesterday the S&P500 lost 3.29% in a market selloff that got worse as the trading day went on. It was the third biggest drop in stocks this year, as the index endured a 4.1% drop on February 5th and a 3.74% on February 8th. While…
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October 2, 2018

Bernardo Wealth Planning Sept. Market Commentary

Bernardo Wealth Planning Sept. Market Commentary

Key Takeaways: US stocks hit all-time highs and had strong returns for the third quarter The Federal Reserve raised interest rates in September The market seems to be immune to the political squabbling in Washington US stocks wrapped up September and the third quarter on…
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September 6, 2018

Bernardo Wealth Planning August Market Commentary

Bernardo Wealth Planning August Market Commentary

Key Takeaways: U.S. stocks achieved new highs while international markets continued to lag Economic growth in the U.S. was revised up to 4.2% in the second quarter Interest rates fluctuated in August with the yield curve flattening The summer of ’18 has unofficially come and…
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August 6, 2018

Bernardo Wealth Planning July Market Commentary

Bernardo Wealth Planning July Market Commentary

Key Takeaways: Global stocks performed well in July after a sluggish June Job growth remains strong in the US, bolstering the US economy Trade tensions eased as the US met with the European Union and Mexico July proved to be a positive month for risk…
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July 9, 2018

Bernardo Wealth Planning June Market Commentary

Bernardo Wealth Planning June Market Commentary

Key Takeaways: Stocks exhibited a good deal of volatility for the month of June Politics continue to dominate the headlines, but fundamentals remain strong The US Dollar strengthened during the month, putting pressure on international investments As we closed the books on the first half…
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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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