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Tag Archive: Finance

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

May 20, 2016

Wealth Planning: It’s What Protects You From Overspending

Wealth Planning: It’s What Protects You From Overspending

There is a great deal of competition for a modern family’s income. Each month, the average family writes checks for rent or mortgage, childcare, and utilities. Couple those monthly expenses with outlays for transportation, food, clothing, tuition bills for children, student loan payments, and expenses…
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Finance

May 17, 2016

Financial Planning for People with Alzheimer’s

Financial Planning for People with Alzheimer’s

Many people are unprepared to deal with the financial consequences of a serious illness such as Alzheimer’s disease. Legal and medical experts encourage people recently diagnosed with a serious illness — particularly one that is expected to cause declining mental and physical health — to…
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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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