Recently our clients had the privilege of hearing Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors. Dr.
July 2017
Saving for Retirement
Submitted by Bernhardt Wealth Management on July 24th, 2017Many Americans are taking advantage of the Roth IRA, with its $5,500 annual contribution limit ($6,500 for those 50 or older), to sock away money for retirement and enjoy nontaxable growth on the invested funds. While Roth IRAs, unlike traditional IRAs, do not afford taxpayers a deduction from taxable income for the contribution.
Emerging Markets: What You Should Know
Submitted by Bernhardt Wealth Management on July 17th, 2017With the US stock market hanging around all-time highs, and with the nagging prospect of at least slightly higher interest rates, many investors are wondering how much more upside can be expected from domestic stocks.
The Stock Market or Real Estate?
Submitted by Bernhardt Wealth Management on July 10th, 2017Almost everyone knows the three most important factors for investing in real estate: location, location, and location.
More Investment Wisdom from the “Sage of Omaha”
Submitted by Bernhardt Wealth Management on July 4th, 2017Over the past several years, the annual letter to shareholders from Warren Buffett, chairman of Berkshire Hathaway, has become one of the most eagerly anticipated communications in the financial world.
401(k) Plan Basics
Submitted by Bernhardt Wealth Management on July 3rd, 2017If you work for a company that sponsors a retirement plan, you should certainly take full advantage of this excellent opportunity to save for retirement on a tax-advantaged basis. But many people are hazy on the details of how various types of plans work. Some even use the terms “pension plan” and “401(k) plan” as if the two were synonymous.
