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  1. Home
  2. Archived Blog
  3. July 2019

July 2019

Tom Petty Estate Brawl Illustrates Importance of Good Planning

Submitted by Bernhardt Wealth Management on July 29th, 2019

When Hall of Fame rocker Tom Petty died in October 2017, one week after finishing a highly successful tour, he left an estate worth multiple millions. Not only that, but he actually did what we routinely urge clients to do: he had a will that indicated his wishes for the disposition of his assets and—especially important in his case—his musical and creative legacy.

Tags:
  • Estate Planning
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No One Is Immune: Staying Safe from Investment Scams

Submitted by Bernhardt Wealth Management on July 22nd, 2019

It was an ideal setup: good for the environment, good for the company, and good for investors. DC Solar, a startup in Martinez, California, projected huge growth in demand for its portable solar power generators, which could be transported to outdoor sporting venues like backcountry four-wheel-drive racing events, cross-country bike rallies, and others.

Tags:
  • Investment Scams
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The Viability of the Value Premium

Submitted by Bernhardt Wealth Management on July 15th, 2019

If you’ve been an evidence-based investor for a while, you know the drill: 

Tags:
  • Investments
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SECURE and RESA: What They Could Mean for Your Retirement

Submitted by Bernhardt Wealth Management on July 8th, 2019

“Suppose that you were an idiot, and suppose that you were a member of Congress … but I repeat myself.” This snarky quote from Mark Twain captures how many Americans feel about our national legislative body, especially given its seeming inability to get beyond partisan bickering and actually pass laws that are good for our country.

Tags:
  • Retirement
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Why You Need a ‘Business Plan’ for Your Family

Submitted by Bernhardt Wealth Management on July 1st, 2019

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families.

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Staying Safe Online: Important Reminders

Submitted by Bernhardt Wealth Management on July 1st, 2019

With all the well-publicized data theft incidents in the news lately, one might think that people would be more vigilant than ever about exposing sensitive personal data on the internet.

Tags:
  • Cyber Security
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Recent Blog Posts

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