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March 3, 2025

Market Commentary: March 2025

Market Commentary: March 2025

By day count February is the shortest month of the year, however it sure did not feel that way with constant headlines out of Washington. Between tariff talk, federal layoffs, negotiating wartime agreements, and earnings seasons there was a lot to digest during the month….
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January 31, 2025

Market Commentary:  February 2025

Market Commentary: February 2025

January has seen continued strength from the equity markets as there has been a strong bid for stocks from both the value and growth part of the market. Since his inauguration on January 20th, Donald Trump has signed a plethora of executive orders that have…
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January 21, 2025

MAXIMIZING YOUR CHARITABLE GIVING IN 2025

MAXIMIZING YOUR CHARITABLE GIVING IN 2025

In 2017 the standard deduction approximately doubled, meaning many taxpayers who normally itemized their deductions found it beneficial to take the standard deduction. For those who are charitably inclined, “bunching” your charitable contributions into one year (itemizing deductions), and taking the standard deduction the following year…
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December 3, 2024

Market Commentary:  December 2024

Market Commentary: December 2024

Election in the Rearview Mirror The much-anticipated presidential election has concluded, with Donald Trump winning the US election and becoming only the second US president in history to serve non-consecutive terms. Following the election, equity markets have remained strong, reflecting the general market consensus that…
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October 31, 2024

Market Commentary:  November 2024

Market Commentary: November 2024

Election Ahead With less than a week ahead of the 2024 presidential election, we thought that it would be helpful to review some of our previous commentary regarding elections and markets; it has been easy to get distracted with what feels like non-stop texting campaigns…
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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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