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  1. Home
  2. Archived Blog
  3. August 2020

August 2020

How to Be a Skeptic—The Right Way: Part III

Submitted by Bernhardt Wealth Management on August 31st, 2020

In the second article of this series, one of the last points we made was that, since we know marketers, journalists, and social media posters use emotional “hot button” words to provoke us into action, it’s important, especially where our investment decisions are conce

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Sequence Risk and Your Retirement

Submitted by Bernhardt Wealth Management on August 24th, 2020

Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called “sequence risk.”

Tags:
  • Retirement
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How to Be a Skeptic—the Right Way: Part II

Submitted by Bernhardt Wealth Management on August 17th, 2020

A couple of weeks ago, we shared a blog post introducing the concept of how to be “positively skeptical,” i.e., adopting a mental attitude, not of closed-mindedness, but rather openness to new information that is accompanied by a bias toward careful verification.

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Roth Conversions and the SECURE Act: Pros and Cons

Submitted by Bernhardt Wealth Management on August 10th, 2020

When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019, several advantages were created for persons using Roth IRAs or 401(k) plan accounts to prepare for retirement.

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How to Be a Skeptic—the Right Way: Part I

Submitted by Bernhardt Wealth Management on August 3rd, 2020

I have a friend who was born and raised in Missouri, “the Show-Me State.” One day he explained to me that Missouri’s nickname is said to have originated in a statement made by Willard Duncan Vandiver of Boone County, Missouri, who served in the U.S. House of Representatives from 1897 to 1903.

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The Importance of Family Governance

Submitted by Bernhardt Wealth Management on August 1st, 2020

Keeping family wealth and relationships in good shape

The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes.

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Recent Blog Posts

  • New Filing Schedule, Tax Limits for 2021
  • “Try a Little Kindness”: It’s Good for You and the Country, Too
  • New Year, New Reasons for Caution: Staying Safe Online

Archived Blog

  • January 2021 (4)
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  • October 2020 (5)
  • September 2020 (5)
  • August 2020 (6)
  • July 2020 (6)
  • June 2020 (7)
  • May 2020 (6)
  • April 2020 (6)
  • March 2020 (11)
  • February 2020 (5)
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Categories

  • 401(k) (21)
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