| Page Title |
Author |
Description |
Published Date |
| A Family Tradition |
Gordon Bernhardt |
How and why to make charitable giving a family tradition |
9/6/2005 |
| A New World for IRAs |
Gordon Bernhardt |
The Tax Increase Prevention and Reconciliation Act changes rules for Roth IRAs. |
10/3/2006 |
| A Tragic Case of Misplaced Trust |
Gordon Bernhardt |
Lessons to be learned from the Madoff story. |
1/7/2009 |
| Always wanted a Roth IRA? |
Gordon Bernhardt |
Income Limits for IRA Conversions Set to Disappear in 2010 |
6/3/2008 |
| Asset Allocation |
Gordon Bernhardt |
Your best move in any investment climate |
7/9/2003 |
| Behavioral Finance |
Gordon Bernhardt |
Human nature often compromises investment returns |
6/6/2007 |
| Behavioral Finance |
Gordon Bernhardt |
What You Don’t Know About Investment Decision-Making Can Hurt You |
6/3/2009 |
| Behavioral Finance |
Gordon Bernhardt |
The science of Behavioral Finance explains the human factor in investing. |
12/6/2005 |
| Blue Light Special |
Gordon Bernhardt |
Now May be the Time to Convert Your Traditional IRA to a Roth IRA |
5/7/2009 |
| Bond Warnings |
Gordon Bernhardt |
Prepare for rising interest rates |
7/9/2003 |
| Boomers Face Longevity Risk |
Gordon Bernhardt |
Worries about outliving assets loom. |
7/5/2011 |
| Crunching the Retirement Numbers |
Gordon Bernhardt |
We study the crucial questions for anyone entering retirement. |
4/11/2007 |
| Defining My Fiduciary Standard |
Gordon Bernhardt |
What does it mean to be a fiduciary? |
10/7/2009 |
| Determining a Safe Retirement Withdrawal Rate |
Gordon Bernhardt |
Considering the "4-percent solution." |
4/8/2009 |
| Divide and Conquer |
Gordon Bernhardt |
Take the worry out of retirement with a split annuity strategy. |
12/7/2010 |
| Do You Have an Exit Plan? |
Gordon Bernhardt |
You need a strategy for the success of your business after you retire. |
8/4/2010 |
| Don't Be Fooled by Gold's Glitter |
Gordon Bernhardt |
Is gold really the asset some like to say it is? |
1/4/2010 |
| Electronic Identity Theft |
Gordon Bernhardt |
Protect your most valuable financial asset |
2/25/2005 |
| End of the (Long) Run? |
Gordon Bernhardt |
Market timing challenges policy investing again |
2/21/2004 |
| Estate Tax Update |
Gordon Bernhardt |
A repeal of the federal estate tax is in effect
for 2010. |
5/5/2010 |
| Exercise Caution When Naming Your IRA Beneficiary |
Gordon Bernhardt |
When your IRA is left to a living trust, some inflexibilities may result. |
9/7/2010 |
| Facing Disaster |
Gordon Bernhardt |
No one is immune to disaster, but it can help to be prepared. |
10/4/2005 |
| Federal Debt and Budget Crises in Perspective |
Gordon Bernhardt |
What the debate has taught us. |
9/1/2011 |
| Financial Moves to Consider for 2008 |
Gordon Bernhardt |
Resolutions you can make to be financially fit. |
1/15/2008 |
| First Quarter 2010 Market Commentary |
Gordon Bernhardt |
Link to our multi-media Quarterly Review. |
4/19/2010 |
| Focus on the Potential for Gain in the Gloom |
Gordon Bernhardt |
Planning opportunities in the down market. |
3/4/2009 |
| Fourth Quarter 2009 Market Commentary |
Gordon Bernhardt |
Link to our multi-media Quarterly Review. |
1/15/2010 |
| Get a Head Start on 2011 Tax Management |
Gordon Bernhardt |
Plenty is uncertain about the future of the American tax code, but today’s market provides opportunities. |
11/8/2011 |
| Get More for Your Charitable Dollars |
Gordon Bernhardt |
Donor-Advised Funds are a flexible option for your philanthropic legacy. |
4/7/2010 |
| Getting the Big Things Right |
Gordon Bernhardt |
Key financial concepts to
always keep in mind. |
5/9/2007 |
| Give College Funding the Old College Try |
Gordon Bernhardt |
Saving for college? You can start right now with these tips. |
7/7/2010 |
| Giving It All Away |
Gordon Bernhardt |
Buffet's big giveaway may hold some valuable lessons. |
8/1/2006 |
| Giving Something Back |
Gordon Bernhardt |
How to establish a family tradition of philanthropic giving for years to come. |
2/7/2006 |
| Happy New Year! |
Gordon Bernhardt |
There are no crystal balls to foresee what's going to happen in the markets and the economy. |
1/3/2007 |
| How Can Women Save More for Retirement? |
Gordon Bernhardt |
There's a gender gap in levels of confidence in a comfortable retirement. |
2/4/2012 |
| How do you manage the risk in today’s market? |
Gordon Bernhardt |
The relationship between risk and return |
1/4/2011 |
| Introducing the Housing and Economic Recovery Act |
Gordon Bernhardt |
A bill for relief for the ailing housing industry |
9/2/2008 |
| Investing Women |
Gordon Bernhardt |
Knowledge and experience bring results |
8/26/2004 |
| Investment Truths for All Seasons |
Gordon Bernhardt |
Recently, even the most proven investment tenets are coming under fire. |
10/6/2011 |
| Is Financial Change on the Horizon? |
Gordon Bernhardt |
Spotlight on the 2008 Presidential Candidates' Tax Plans |
10/28/2008 |
| Is Now the Time to Refinance Your Mortgage? |
Gordon Bernhardt |
Treasury rate changes can have an impact that hits close to home. |
3/4/2008 |
| It's a Small World |
Gordon Bernhardt |
In today's truly globalized economy, international investing is worth considering. In fact, ignoring investment opportunities outside the United States may come at a very high cost. |
5/9/2006 |
| Keeping Your Resolve |
Gordon Bernhardt |
Learn some simple rules to help you stay on your financial track. |
1/3/2006 |
| Living With Risk |
Gordon Bernhardt |
Understanding the nature of investment risk can help you plan for it. |
7/3/2007 |
| Long-term Charitable Planned Giving |
Gordon Bernhardt |
As We Rally to Aid Japan, We Might Also Think about Our Long-term Charitable Planned Giving |
4/12/2011 |
| Market Efficiency |
Gordon Bernhardt |
What investors must learn about stock pricing |
7/9/2003 |
| Mother Knows Best |
Gordon Bernhardt |
Words of wisdom for today's uncertain market. |
5/6/2008 |
| Need to Get Away? |
Gordon Bernhardt |
Multigenerational family vacations bring you closer. |
4/1/2008 |
| New 401(k) Regulations Focus on Excessive Fees |
Gordon Bernhardt |
How high is too high for 401(k) fees? |
8/3/2011 |
| New Rules for Contributing to IRAs and 401(k)s |
Gordon Bernhardt |
Stay current with the changes and take advantage of savings opportunities. |
12/8/2011 |
| New SPIVA Scorecard |
Gordon Bernhardt |
New SPIVA Scorecard Debunks Myth that Active Managers Add Value in a Market Downturn |
8/5/2009 |
| Opportunities Abound |
Gordon Bernhardt |
Getting a head start on tax season with strategies to consider now. |
9/2/2009 |
| Our Argument for Passive Investing |
Gordon Bernhardt |
A new study quantifies the costs of active trading |
8/7/2008 |
| Portrait of an Identity Theft |
Gordon Bernhardt |
Identity theft and identity fraud are two of the fastest growing crimes in the U.S. |
8/2/2005 |
| Post-Recession Early Retirement Planning Advice |
Gordon Bernhardt |
It's okay to talk about retirement again. |
5/9/2011 |
| Preparing Your Parents |
Gordon Bernhardt |
Asking the right questions about your parents estate planning needs |
7/6/2005 |
| Private Equity |
Gordon Bernhardt |
An expensive and riskier way to own value companies |
10/2/2007 |
| Protect Your Estate Plan |
Gordon Bernhardt |
Tips for checking your beneficiary forms. |
12/2/2008 |
| Protecting Your Future |
Gordon Bernhardt |
The new Pension Protection Act may prove to be helpful to you. |
11/7/2006 |
| Retirement: The Big Picture |
Gordon Bernhardt |
Keeping your income growing throughout your retirement is the best way to maintain your standard of living. |
4/4/2006 |
| Risk and Return Are Related |
Gordon Bernhardt |
A realistic view of risk-return dynamics |
8/6/2007 |
| Second Quarter 2009 Market Commentary |
Gordon Bernhardt |
New Feature on our website, with link to multimedia Review. |
7/20/2009 |
| Second Quarter 2010 Market Commentary |
Gordon Bernhardt |
Link to our multi-media Quarterly Review. |
7/16/2010 |
| Short-term Bonds vs. Long-term Bonds |
Gordon Bernhardt |
Can short-term bonds beat long-term bonds to reduce portfolio risk? |
3/8/2011 |
| Sizing Up Risk |
Gordon Bernhardt |
The inter-related factors that inform your risk tolerance. |
11/4/2009 |
| Steroids And Other Performance-Enhancers |
Gordon Bernhardt |
Investments on steroids? Some performance enhancers to watch out for in your portfolio. |
6/7/2005 |
| Studying Behavioral Finance |
Gordon Bernhardt |
Studying Behavioral Finance can lead to better investment decisions. |
1/4/2012 |
| Tax Time Already? |
Gordon Bernhardt |
Timely tactics for planning ahead. |
11/1/2005 |
| Taxing Times Ahead |
Gordon Bernhardt |
Certain tax cuts are set to expire in 2010. |
10/5/2010 |
| The Alternative Nightmare |
Gordon Bernhardt |
The bad news about the Alternative Minimum Tax |
9/5/2006 |
| The AMT Bite |
Gordon Bernhardt |
A stealth tax that may kill your tax breaks |
2/21/2004 |
| The Asset Allocation Decision |
Gordon Bernhardt |
Asset allocation is the strategy we employ to help manage risk in a portfolio. |
9/4/2007 |
| The Credit CARD Act of 2009 |
Gordon Bernhardt |
What does it mean for consumers? |
2/3/2010 |
| The Death of Buy and Hold Has Been Exaggerated |
Gordon Bernhardt |
This investment philosophy has come under fire. |
6/8/2011 |
| The Diversification Decision |
Gordon Bernhardt |
Simple vs. Effective |
12/11/2007 |
| The Housing Bubble: The Big Picture |
Gordon Bernhardt |
Do rising prices necessarily constitute a “bubble”? |
6/6/2006 |
| The Human Interface |
Gordon Bernhardt |
A good financial advisor understands his client’s values, goals, fears and dreams |
5/4/2005 |
| The Investment Policy Statement |
Gordon Bernhardt |
Your Ticket to Surviving the Market’s Roller-Coaster Ride |
2/5/2008 |
| The Merril Lynch Rule |
Gordon Bernhardt |
Second in a series on the fiduciary relationship. |
3/14/2007 |
| The Mid-Tier Millionaire |
Gordon Bernhardt |
Mid-tier millionaires have complex wealth management challenges. |
3/7/2006 |
| The Personal Chief Financial Officer |
Gordon Bernhardt |
A Personal Chief Financial Officer helps you plan for the future and enjoy the present. |
11/3/2010 |
| The Responsibilities of a Wealth Manager |
Gordon Bernhardt |
What is a Fiduciary? |
2/7/2007 |
| The Sandwich Generation |
Gordon Bernhardt |
Shouldering the pressures of caring for aging parents or living with adult children. |
6/2/2010 |
| The Tax Relief Act of 2010 |
Gordon Bernhardt |
What does it mean for you? |
2/3/2011 |
| The Ultimate Gift |
Gordon Bernhardt |
Sharing Your Values through Family Philanthropy |
12/2/2009 |
| Third Quarter 2009 Market Commentary |
Gordon Bernhardt |
Link to our multi-media Quarterly Review. |
10/19/2009 |
| To Convert or Not to Convert —That is the Question |
Gordon Bernhardt |
A new opportunity for Roth IRA conversion. |
3/3/2010 |
| Umbrella Coverage |
Gordon Bernhardt |
The first line of defense in asset protection |
2/21/2004 |
| Understanding Medicaid Reform |
Gordon Bernhardt |
The financial considerations for long-term care. |
7/1/2008 |
| What to Make of the Subprime Mortgage Crisis |
Gordon Bernhardt |
A subprime primer. |
11/7/2007 |
| Will the Capital Gains Tax Rate Change? |
Gordon Bernhardt |
Capital gains rates may increase as current tax laws expire. |
10/7/2008 |
| Worker, Retiree, and Employer Recovery Act |
Gordon Bernhardt |
WRERA suspends 2009 required minimum distributions and grants rollover flexibility |
2/4/2009 |
| Working the Net |
Gordon Bernhardt |
A world of data for internet investing. |
7/11/2006 |
| Worried About Inflation? Stay Diversified |
Gordon Bernhardt |
Inflationary pressures can impact your retirement. |
7/1/2009 |
