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Looking Back, Planning Ahead: Welcome, 2022!
Before we conduct a quick review of the year just ended and try to think about what may lie before us in 2022, we at Bernhardt Wealth...
Blog & Articles
- Jan 1
- 3 min
Working with the Right Advisor
These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them...
- Dec 31, 2021
- 3 min
Holiday Traditions: Holiday Book 2021
Answer: The title of this year’s book gifted to Bernhardt Wealth Management clients. Question: What is “The Answer Is . . .:...
- Dec 28, 2021
- 1 min
Holiday Traditions: BWM Cares 2021
The Holidays are a time of tradition and giving. For 19 consecutive years, we have offered to make contributions to charities in honor of...
- Dec 27, 2021
- 2 min
Is It a Gift, or Is It a Loan? The IRS Wants to Know
We are still in the season of giving, and many of us have given the gift of money to children, grandchildren, and other family members....
- Dec 20, 2021
- 3 min
Booming Home Sales Again in 2022?
Arguably the wildest consequence of the recent pandemic is the remarkable price boom in the US housing market—which, some might remember,...
- Dec 13, 2021
- 3 min
Can You Depend on Social Security in Retirement?
You may have read that the Social Security trust fund is due to be depleted in 2033, a year earlier than previous projections. This...
- Dec 7, 2021
- 5 min
Setting Your Sails in Uncertain Weather: Tax-Efficient Moves for Your Portfolio
As we move toward the end of 2021, the “weather patterns” for the taxation environment may be shifting. The Biden White House and the...
- Dec 6, 2021
- 2 min
Getting Your Finances Ready for Year-End: Part 2 of 2
In the first article in this series, we discussed several things you might want to give some special attention to as we close the books...
- Dec 1, 2021
- 4 min
Navigating Credit Card Rewards During COVID-19 Times—and Beyond
The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend our money, and...
- Nov 29, 2021
- 3 min
Getting Your Finances Ready for Year-End: Part 1 of 2
As 2021 slides toward its close, it’s probably a good time for most investors to do a few year-end “tuneups” on portfolios, financial and...
- Nov 22, 2021
- 2 min
Doing Good and Doing Well: QCDs and Charitable Giving
When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for singles), and lowered...
- Nov 15, 2021
- 3 min
Thinking about Inflation over Time
In our most recent newsletter, we discussed the recent uptick in inflation, as measured in the US economy by the Consumer Price Index...
- Nov 8, 2021
- 3 min
Space: The Final Investment Frontier?
As anyone old enough to remember the Star Trek television series knows, space is the final frontier. Our military now has a space force....
- Nov 2, 2021
- 4 min
Inflation and Your Stock Portfolio: The News Isn’t Necessarily Bad
Inflation has been in the news quite a bit recently. We’ve been hearing about what it is, how it affects the economy, and how the Federal...
- Nov 1, 2021
- 2 min
The Market Is Up, So Why Is My Stock Down?
The last year and a half in the financial markets has been an interesting period, to say the least. In 2020, the pandemic ran amok...
- Nov 1, 2021
- 4 min
Managing Your Health in a Post-Covid-19 World
Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive...
- Oct 25, 2021
- 3 min
Your Brain and Investing: Sixth in an Occasional Series
As we enter the “home stretch” in our look at the “ABC’s” of behavioral investing, it might be important to reflect, for a moment, on how...
- Oct 18, 2021
- 3 min
Another Pandemic: Online Scams and How to Stay Safe
Have you gotten an email or even a text message recently, notifying you that you have won a prize or a contest and asking you to click on...
- Oct 11, 2021
- 3 min
Computer Chips in Our Brains? It’s Closer Than You Think
Is there a brain chip in your future? It may sound like science fiction, but based on current research, it could become science fact...