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November 25, 2019

Financial Focus: Women on the Move

Financial Focus: Women on the Move

In early October, Rose and Jackie had the privilege of attending the JP Morgan Chase Women on the Move Leadership Day in New York City. This prestigious event hosts employees and a select group of financial advisors from around the country. They heard from top…
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November 7, 2019

Market Commentary –  November 2019

Market Commentary – November 2019

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying… A near-term recession looks unlikely. Capital markets have embraced a less-bearish outlook for the global economy in recent weeks, with global equities reaching a 20-month high in most places and…
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Global Economy Investment Job Growth Recession Risk

October 10, 2019

Are you over 70 ½ and making charitable donations?

Are you over 70 ½ and making charitable donations?

Because of the recent tax law changes, a large majority of Americans will use the standard deduction for 2019, instead of itemizing.  However, if you are still charitably inclined and over age 70 ½ there is another way to continue your donations and reduce your…
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Charitable Giving Financial planning IRA Distributions Tax Deductions

October 1, 2019

Market Commentary – October 2019

Market Commentary – October 2019

Each month we highlight voices we respect from around the marketplace.  Here’s what they’re saying… Equity markets and other risk assets have experienced many downside risks since the start of 2018, including a contraction in trade and manufacturing, rising political uncertainty, surging bond yields last…
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Investment Market Volatility Recession Risk Stocks

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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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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