Fundamental of the Week: #4 - ATTEND TO DETAILS.
Last October, the Social Security Administration (SSA) announced changes in its program due to take effect in 2018.
What our research shows about how the self-made Super Rich build their wealth
Fundamental of the Week: #3 – PRACTICE TRANSPARENCY.
We sell trust more than we sell anything else, and nothing helps build trust more than practicing transparency. Be completely transparent about our relationships, our fees, and even what we can and cannot do.
Fundamental of the Week: #2 - Make Quality Personal. Take pride in the quality of everything you touch and everything you do.
Anyone who follows financial news at all is likely to hear references to actions taken by the Federal Reserve Board (usually shortened to “the Fed”). Most often, we hear that the Fed has acted to raise or lower interest rates, but many may not be entirely clear how this actually applies to them.
Fundamental of the Week: #1 - PUT CLIENTS FIRST, ALWAYS. We exist to serve our clients’ best interests. Period. We have a fiduciary responsibility to make sure that our advice is free of any biases, and that we avoid any conflict of interest. When people give us their money, we enter into a sacred trust with them. Honor that trust ALWAYS.
Bernhardt Wealth Management was created in July 1994. Since that time different people have joined the ranks of BWM. Fortunately, the people who have sought employment opportunities to serve our clients had the same values as mine and the leadership of team.
For several years, many stock market prognosticators have been predicting some sort of decrease in stock prices. They have called this downward move by various names: pullback, correction, price dip, or even more drastic terms like plunge or bear market.
As many are aware by now, one of the central features of the tax law that went into effect on January 1, 2018, is the repeal or limitation of a number of deductions that many taxpayers were accustomed to listing on their Schedule A forms.