Year-end is always hectic but it’s well worth taking the time to consider a few investment moves that could have positive tax ramifications.
Call it the middle-class squeeze. According to Paul Taylor executive vice president of the Pew Research Center income is shifting to the top tier of American households especially those in the top 5% who earn more than $181000 annually.
Many of you know that Bernhardt Wealth Managment has two traditions during the Holiday Season.  One is that we make contributions to charities in honor of our clients and the other is that we send our clients and strategic relationships a book.  This year is the 14th year we have sent a book and we were pleased to send
Black Friday sales may be the harbinger of a significant surge in consumer confidence that could fuel our economic recovery.