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  1. Home
  2. Archived Blog
  3. January 2020

January 2020

Tax on Capital Gains: Knowing Your Rate

Submitted by Bernhardt Wealth Management on January 27th, 2020

Most of us know that the income we derive from long-term capital gains—profits on the sale of an investment or other asset that we have held for at least a year—is taxed at a different rate than our ordinary income.

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Save Time—and Sometimes, Money—With These Life Hacks

Submitted by Bernhardt Wealth Management on January 21st, 2020

Most of us enjoy finding a low- or no-cost solution to some annoying situation or repair need around the home or office.

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Toe-Dipping or Cannonball: Which Investing Approach Is Better?

Submitted by Bernhardt Wealth Management on January 13th, 2020

Every kid knows that when you’re jumping into a pool full of cool water, there’s only one way to do it: “Cannonball!” You grab a deep breath, take a flying leap, and hit the water all at once.

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BWM Holiday Tradition - 2019 Edition

Submitted by Bernhardt Wealth Management on January 8th, 2020

The Holidays are a time of tradition and giving. For 17 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.

Tags:
  • Philanthropy
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SECURE/RESA Passed Congress: Now What?

Submitted by Bernhardt Wealth Management on January 6th, 2020

As we noted here previously, since late last spring, Congress has been considering significant updates to the laws governing certain retirement plans.

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Work Smarter—Not Harder!

Submitted by Bernhardt Wealth Management on January 2nd, 2020

Reclaim your time and energy to live your best life

Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not alone.

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Recent Blog Posts

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Archived Blog

  • March 2021 (3)
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  • September 2020 (5)
  • August 2020 (6)
  • July 2020 (6)
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Categories

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