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June 2, 2020

Market Commentary – June 2020

Market Commentary – June 2020

Hopefulness and confidence about the future look to prevail. This month, we look to the refreshing and insightful perspective from Bob Doll/Nuveen: Highlights: After holding steady for more than a month, stock markets have been rising noticeably over the last couple of weeks as investors…
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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…
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April 10, 2020

Understanding the Tax Filing Extension and CARES Act

Understanding the Tax Filing Extension and CARES Act

The IRS has extended the tax filing deadline from April 15 to July 15, 2020. If you are owed a refund, please continue to file as quickly as possible.   The extension applies to all individual returns, trusts and corporations, and includes:  Tax payments for 2019 Estimated tax payments for 2020…
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April 2, 2020

Market Commentary – April 2020

Market Commentary – April 2020

This month we’re providing some macro perspective on the economic effects of COVID-19. Here’s what the experts are saying about the bigger picture… Looking at severe market declines from 1987, 1998, 2008, 2011 and 2015 shows that these selloffs typically have three phases. The first is a panic-driven waterfall decline marking a bottom…
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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…
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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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