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  1. Home
  2. Archived Blog
  3. October 2020

October 2020

Is It COVID Fatigue? Or Is It 2020 Fatigue?

Submitted by Bernhardt Wealth Management on October 26th, 2020

How many times, lately, have you seen or heard someone say something like, “This has been a crazy year”? Though this may seem like a gross understatement, the truth of it cannot be disputed: The year 2020 will surely go down in history as one of the most challenging single periods any of us have ever lived through.

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Tax Planning for 2020: Five Ideas to Consider Now

Submitted by Bernhardt Wealth Management on October 19th, 2020

Those who received extensions may have just filed their 2019 tax returns, but believe it or not, it’s already time to start thinking about those returns that will come due in April 2021. A slightly more positive fact is that in this very unusual year, there are some unusual opportunities that could save you money on taxes, especially in future years.

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Democrat or Republican: Does It Matter for My Portfolio?

Submitted by Bernhardt Wealth Management on October 12th, 2020

About this time every four years, many investors begin to wonder, “Which candidate will be better for the markets?” It’s a natural question, especially when almost every candidate touts his or her platform as the one voters should choose if they want to enjoy prosperity.

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Bear Markets Come in All Shapes and Sizes

Submitted by Bernhardt Wealth Management on October 5th, 2020

Considering the rather remarkable comeback of the equity markets from their drastic drop this past spring, it would be hard to make the case that we are in a bear market presently.

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The Importance of Stress Testing Your Wealth Strategies

Submitted by Bernhardt Wealth Management on October 1st, 2020

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth.

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Recent Blog Posts

  • Will the Estate Tax Exclusion Expire? Don’t Wait, Plan Now
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  • “Try a Little Kindness”: It’s Good for You and the Country, Too

Archived Blog

  • January 2021 (5)
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  • 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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