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Category Archive: Wealth Planning

June 7, 2018

Bernardo Wealth Planning May Market Commentary

Bernardo Wealth Planning May Market Commentary

Key Takeaways: Domestic stocks enjoyed a strong May Politics continue to dominate the headlines, but fundamentals remain strong Short-term Treasury yields exceeded the yield on the S&P500 May produced strong domestic equity returns with the S&P500 up 2.41%. Small cap stocks fared much better with…
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May 2, 2018

Bernardo Wealth Planning April Market Commentary

Key Takeaways: Global economic fundamentals look strong, but geopolitical risks remain Stocks had a volatile month of April, with large gains in international developed markets Short term interest rates increased and the yield curve continued to flatten April was indeed a volatile month with stocks…
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April 3, 2018

Bernardo Wealth Planning March Market Commentary

Key Takeaways: GDP in the fourth quarter was up 2.9% Stock prices saw continued volatility as the tariff tantrum weighed on stocks Bonds advanced in March as yields declined 2018 is turning into a markedly different year for investing than 2017. In the first three…
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Finance Investment

March 6, 2018

Bernardo Wealth Planning February Market Commentary

Key Takeaways: Stocks saw a sharp selloff in February, after a strong 2017 and January Interest rates spiked as signs of inflation spooked bond investors Volatility in the markets has returned and is likely here to stay February saw a sharp selloff in stocks with…
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February 6, 2018

Bernardo Wealth Planning Market Update

The four most dangerous words in investing are: ‘this time it’s different’. -Sir John Templeton The recent market selloff is understandably causing concerns with investors. Before we delve into what has transpired over the past few days, I think it is important to look at…
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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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