| Title |
Outlet |
Description |
Published Date |
| Getting a firm handle on emotional intelligence |
Investment News |
In an article discussing the importance of understanding the emotional underpinnings of behavior in order to help clients avoid mistakes, Gordon Bernhardt explained his efforts to adapt his communication style to meet the needs of individual clients. |
2/04/2012 |
| As Population Ages, Disclosure Forms Become Key |
Wall Street Journal |
Advisors need prior approval before sharing any financial information with a client’s family or friends, but as Gordon Bernhardt shares, the ability to do so could be necessary in cases of sudden illness, an accident or signs of diminished mental capacity. |
1/26/12 |
| Yes, you can dump your bank |
CNN Money |
Gordon Bernhardt suggested a brokerage cash-management account as a viable alternative to traditional bank checking. Since the firms hope you'll use money you store to buy investments, they don't nickel-and-dime the cash accounts. |
1/13/2012 |
| Gordon Bernhardt Named a 2012 Five Star Wealth Manager Award in D.C. Area |
Modern Luxury Magazine |
The Bernhardt Wealth Management team was honored to be named among a prominent list of well-respected local wealth managers. |
1/01/2012 |
| The Culture of a Connector(Pages 22-26) |
Disclosures Magazine |
An excerpt from Gordon Bernhardt’s book, “Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area Volume 1” was published in this magazine for the Virginia Society of CPAs. Bernhardt tells the story of Chris Helmrath, managing partner at SC&H Group. |
1/01/2012 |
| The STP Approach to Business Building for Financial Advisors |
Financial Planning |
“Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area,” by Gordon Bernhardt is featured in this article for fellow wealth managers. |
12/19/2011 |
| Author! Author! |
Financial Advisor magazine |
Gordon Bernhardt advises peers to seek professional assistance when writing a book. “I believe in delegating as much as you can to people who know what they are doing so I can focus on the things that I am good at,” he says. |
9/01/2011 |
| Objectivity is Key to Success |
NAPFA Magazine
|
A profile featuring Gordon Bernhardt offers his peers lessons he learned while developing his practice. “When all conflicts of interest were removed, I was able to become more passionate about what I was doing.” |
9/01/2011 |
| Money managers' simple advice to average investors: Just don't panic |
Washington Post |
Gordon Bernhardt tells investors that the current market conditions can be viewed as a buying opportunity. “Every investor should have some sort of market allocation plan. Now is the time to rebalance and get back to that original strategy.” |
8/12/2011 |
| Good News In The Latest Jobs Report |
WBAL-TV |
“Talk to someone you can trust. Get a second opinion on your portfolio. And then make more informed decisions in order to make the best decision for your circumstances,” Gordon Bernhardt tells investors concerned about rocky market conditions. |
8/09/2011 |
| Bernhardt Wealth Management Named Top RIA Again |
Yahoo! Finance |
Financial Advisor magazine named Bernhardt Wealth Management on their list of Top Registered Investment Advisors (RIAs). This national survey ranks RIAs by total assets under management. |
8/03/2011 |
| Helping Clients with Philanthropic Giving |
Registered Rep |
According to Gordon Bernhardt, one of the benefits of helping clients with their charitable endeavors is often the chance to work with additional family members. "The more you know about the entire family situation, the more opportunities there are for creative solutions." |
8/01/2011 |
| Get the most out of any business event |
SmartCEO |
As the CEO of a small business, Gordon Bernhardt explains how doing what he enjoys leads to richer results.
|
6/01/2011 |
| Compliance: Why One Advisor Outsources |
RIA Central |
Gordon Bernhardt details the value of partnering with an outside resource to supervise his firm's compliance responsibilities. |
4/18/2011 |
| Mortgage Interest Deduction Could Be Cut |
WUSA - CBS 9 |
Everyone is going to have to contribute in order to reduce the federal deficit and the mortgage interest deduction is one item that may need some reform, explained Gordon Bernhardt. |
4/14/2011 |
| Common tax mistakes to avoid |
WTOP-AM Radio |
Gordon Bernhardt shares some of the most common tax mistakes that occur this time of year and the importance of taking advantage of tax opportunities in order to be a good steward of your money. |
3/28/2011 |
Even in tough times, it's best to avoid life insurance cutbacks
|
USA Today |
Asked for his insight regarding common insurance pluses and pitfalls, Gordon Bernhardt explains why now is not the time to allow a term insurance policy to lapse. |
3/25/2001 |
| Planning ahead key to preparing for tax hikes |
WTOP-AM Radio |
Gordon Bernhardt provides tax tips for individuals trying to recover from hits their retirement accounts may have taken in recent years. |
2/27/2011 |
| Tax Prep Tips from Bernhardt Wealth Management |
FOX News Channel 5 - DC |
With less than two months left to file your 2010 tax returns, Gordon Bernhardt offers suggestions to make the task a little easier. |
2/22/2011 |
| The key to balancing the budget |
RIABiz |
Gordon Bernhardt offered an overview of the National Commission on Fiscal Responsibility and Reform co-chairs, Alan Simpson’s and Erskine Bowles’s presentation during the TD Ameritrade conference. The speakers addressed their recommendations for balancing the federal budget. |
2/8/2011 |
| Give the Gift of an IRA |
WTOP-AM Radio |
Bernhardt shares financial gift-giving ideas for this holiday season. |
12/11/10 |
| 5 Ways to Save Money in Retirement |
Bankrate.com
Yahoo! Finance |
In retirement, it's time to spend wisely. Dining out is one place to put your budget on a diet, says Bernhardt. |
11/17/10 |
| They Know Money: Fee-Only Advisers |
The Washingtonian |
Gordon Bernhardt was named one of the area’s best financial planners, wealth advisers, tax accountants, insurance experts, and estate attorneys. |
11/15/10 |
| The Sandwich Generation |
Wealth Manager Insight |
Whether caring for aging parents or living with adult children, advanced planning can help reduce stress associated with family dynamics as well as financial strain. |
10/1/201 |
| Wisely Spend Income Tax Returns |
Insurance-Website |
Long gone are the days of spending an income tax return on splurges. |
9/30/10 |
Rebuilding Trust: Independent Advisor Offers Practical Tips to Improve Trust and Financial Health |
Stock Markets Review |
Trust can take years to build and just seconds to destroy. Finding a trustworthy financial professional is essential. |
9/30/10 |
| Are You Breaking the Investing Rules With Your ETFs? |
AOL Daily Finance |
Exchange-traded funds are lauded for their low cost, tax efficiency, and transparency. However, investors can get it twisted and use ETFs in ways that go against solid, good old-fashioned investing principles. What are some of the rules that are being broken? |
6/23/2010 |
| 10 Questions to Ask Prospective Clients |
Investment News |
When building a long-term relationship getting to really know the people is essential. |
6/15/2010 |
| Learn From Your Tax Return |
Money Magazine |
Here are a few planning opportunities your tax return can present. |
4/6/2010 |
| Landmarks on the Road to Retirement |
Kiplinger's Retirement Report |
Get the skinny on these four age milestones in retirement – and what they mean for you and your financial security. |
1/1/2010 |
| How to Suggest Trading Toys for Tuition |
Savingforcollege.com |
How to encourage relatives and friends to donate to your child's education instead of buying toys and games. |
1/1/2010 |
| Socially Responsible Investing |
Today’s Chiropractic Lifestyle |
Socially responsible investing (SRI) is an investment strategy in which the investor seeks a financial return while doing good, i.e., social good. |
1/1/2010 |
| The CEO Show |
Executive Leaders Radio |
This program shares the stories and wisdom of leaders like Gordon Bernhardt with a diverse listener audience with the goal of helping others achieve the level of success that Gordon Bernhardt has. |
12/12/2009 |
| Tried and True |
Investment Advisor |
Roundtable of RIAs discuss lessons and outcomes of recession, fraud, and volatility |
11/1/2009 |
| Book Recommendations to Other CEOs |
Washington SmartCEO |
QBQ! The Question Behind the Question: Practicing Personal Accountability at Work and in Life by John G. Miller is a must-read for the executive and his or her team because it preaches personal accountability. |
7/1/2009 |
| Plenty of Savings, No Investing Strategy |
Money Magazine |
Money Makeover Problem: They have way too many funds, but not enough diversification. |
6/25/2009 |
| Do You Pay for Personal Calls on Your Work Cell? |
CNN Money |
The Internal Revenue Service is proposing ways to make it easier for businesses to make personal calls on work phones taxable benefit income. |
6/15/2009 |
| Building a Portfolio That Will Stay Afloat When Inflation Returns |
New York Times |
Worrying that inflation is inevitable, bond ladders may be advisable for those with at least $250,000 to invest |
6/12/2009 |
| Advisers Seek Ways to Buffer Seniors in Downturns |
Investment News |
So-called safe investments such as bond ladders, CDs and short-term-bond funds are key to creating a regular income for retirees. |
6/5/2009 |
| Retirement Advice for Freelancers |
U.S. News & World Report |
There are plenty of options for the self-employed who are looking to keep their savings on track. |
6/4/2009 |
| Mary Schapiro Said to Backtrack on Third-Party Compliance Audits |
Investment News |
Custodian investment advisers still face surprise asset verification checkups. |
5/31/2009 |
| Charitable Giving in Rocky Times |
Kiplinger's Retirement Report |
"This is a time for people to be heroes for charities." If you're short on cash, give charities stock, household items and your time. |
5/29/2009 |
| Spike In Financial Stocks Stirs Hopes For Big Banks |
Investment News |
Too many unknowns make the sector a dicey bet for investors. Hold off on speculation. |
4/19/2009 |
| Spend Wisely - Repost of CNN Money Article |
I Am Just Sharing – Blog |
Expecting a hefty tax refund this year? Gordon Bernhardt weighs in on how your priorities for that money ought to stack up in today's economy. |
4/17/2009 |
| How to Spend Your Tax Refund |
Soulciti.com
(Subscription required) |
Gordon Bernhardt shares his insight regarding how to spend any kind of tax refund this year. |
4/16/2009 |
| Avoiding a Tax Hangover |
Associated Press |
If you’re trying to sell a home that's worth less than you paid for it, you can’t write off the loss if you sell. So consider renting the house out while you wait for prices to recover, suggests Gordon Bernhardt. |
4/16/2009 |
| Tax Refund: How to Spend $2,705 |
CNN Money |
Here are some tips from the pros on the best way to spend your refund cash from Uncle Sam. |
4/15/2009 |
| Last Minute Tax Tips |
WTTG FOX 5 DC |
Gordon Bernhardt shares last minute tax tips to help those frantically scrambling to get their taxes in order. |
4/10/2009 |
| Risky Business: Can Personal Financial Advisors be Blamed for the Downturn? |
Northern Virginia Magazine |
Economic troubles that developed from plans put in place long before disaster struck caught not just investors by surprise, but their advisors as well. |
4/1/2009 |
| Tough Times Have Some Questioning their 401(K) |
Hearst Argyle Baltimore |
For years, Americans were told to put their money in the market. After months of decline, some are wondering if they should be doing anything different. |
3/30/2009 |
| Advisers Grapple With Stress Amid Downturn |
Investment News |
Concerns over economic woes and market meltdown fuel guilt and depression. Gordon Bernhardt recently took a 14-mile weekend hike to relieve stress. |
3/8/2009 |
| Executive On Board: The Value of Joining Another Board of Directors |
SmartCEO magazine |
"I think there are so many good charities out there, but if I’m being proactive, I’m going to go after something I feel passionate about – usually something that helps youth of our country.” |
3/1/2009 |
| Structural Support: Four Ways You Can Shore Up Your Retirement Nest Egg |
MarketWatch.com |
Gordon Bernhardt is suggesting some clients tighten their belts when it comes to savings withdrawals. |
2/8/2009 |
| Income Planners Take Note: Madoff, a Cautionary Tale |
Life and Health Insurance News |
The Madoff debacle reinforces the need for diversification of assets and for due diligence. Gordon Bernhardt says investors should “never” give complete custody of assets to an advisor and should get statements from an independent third party. |
1/28/2009 |
| 9 Financial Resolutions for 2009 |
MSN Money |
Start with a reality check – and then get smarter about your investments, retirement plans and your home. Here are experts' suggestions. |
1/1/2009 |
| Stock Losses in IRAs |
Kiplinger's Retirement Report |
With the stock market nosedive, your IRA likely fell hard. But there may be opportunities to turn your loss into gain. |
12/1/2008 |
| Honors and Achievements |
The Chadron Record |
Gordon Bernhardt, CFP, CPA, PFS and president of Bernhardt Wealth Management, has been recognized by Virginia Business magazine and the Virginia Society of Certified Public Accountants (VSCPA) as a “Super CPA” for 2008. |
11/18/2008 |
| Retirement Boot Camp |
BusinessWeek |
|
9/25/2008 |
