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Tag Archive: Financial planning

May 10, 2022

Market Commentary: May 2022

Market Commentary: May 2022

Market Commentary. May 2022  Interest rates hikes should help curb inflation, but how does that impact the economy?  As a result of these projected interest rate hikes, some fear a recession starting as early as this year.  And these fears have put pressure on the…
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economy Finance Financial planning Global Economy Investment market commentary Recession Risk

February 17, 2022

MARKET COMMENTARY: February 2022

MARKET COMMENTARY: February 2022

Uncertainty persists, but equities markets are expected to rise and unemployment to continue to fall January’s selloff appears to have been an overreaction. We believe economic and earnings growth should sustain the current bull market, despite tighter monetary policy. But earnings will take on greater…
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economy Finance Financial planning Investment market commentary

November 2, 2021

Market Commentary: November 2021

Peak growth may be behind us, but markets may continue upward We believe the bulk of the restart-fueled earnings surge is behind us, and a moderation of earnings growth into next year is to be expected. The restart can only take place once. Yet companies…
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Financial planning Investment market commentary

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

July 1, 2019

Market Commentary – July 2019

Market Commentary – July 2019

Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying: Events are changing rapidly, and that’s why we are seeing higher levels of market volatility almost on a daily basis. If you could put aside the trade disputes for a…
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Financial planning Investment market commentary Stocks

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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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