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  3. June 2019

June 2019

Can You Avoid the 10 Percent IRS Penalty on Early Retirement Plan Withdrawals?

Submitted by Bernhardt Wealth Management on June 24th, 2019

Most of us assume that the Internal Revenue Service rarely does us any favors, and that assumption is accurate, most of the time. However, the IRS does, on occasion, forego its “tithe” from funds that would otherwise be subject to either taxation or even an added penalty.

Tags:
  • 401(k) Retirement Planning
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Ask the Experts—Then Do the Opposite?

Submitted by Bernhardt Wealth Management on June 17th, 2019

You’ve no doubt heard the expression, “Hindsight is 20/20.” But, according to extensive research by psychologist and researcher Philip Tetlock, that may not be the case, especially with highly educated, intelligent, and well-informed experts (yes, you read that correctly).

Tags:
  • Investments
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Learning from History—But Learning What?

Submitted by Bernhardt Wealth Management on June 10th, 2019

It is a well-known aphorism: “Those who do not learn from history are doomed to repeat it.” And certainly, it is foolish to ignore the lessons of the past.

Tags:
  • Market Volatility
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Is Uber Taking Investors for a Ride?

Submitted by Bernhardt Wealth Management on June 3rd, 2019

Once again, IPO fever is sweeping the tech sector. In May 2012, everyone was talking about Facebook’s initial public offering, which raised more than $16 billion and instantly made founder Mark Zuckerberg one of the world’s wealthiest people.

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Sudden Wealth: What Should You Do If You Strike It Rich?

Submitted by Bernhardt Wealth Management on June 1st, 2019

Sudden Wealth: What Should You Do If You Strike It Rich?

If a few million dollars—or more—fell into your lap tomorrow, what would you do?

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