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Protecting Your Accounts from Thieves

Submitted by Bernhardt Wealth Management on December 3rd, 2012

Did you see USA Today‘s report where a would-be thief tried to dupe a financial advisor into making a withdrawal from a client’s account?

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What Makes a Competent Advisor?

Submitted by Bernhardt Wealth Management on November 26th, 2012

A trusted competent advisor must provide the knowledge and insight necessary to chart an investment course for his clients – as well as the discipline necessary to keep them invested when markets get choppy. Moving away from the nautical metaphors I recently heard an advisor’s role compared to a pedestrian bridge over an eight-lane highway.

Tags:
  • Behavioral Finance
  • Financial Advisor
  • Six Cs
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Is Apple Another Polaroid?

Submitted by Bernhardt Wealth Management on November 19th, 2012

For anyone who wonders if Apple can maintain its creative edge and remain on top without Steve Jobs Bill Frezza a fellow at the Competitive Enterprise Institute and a Boston-based venture capitalist poses another simple question – Remember Polaroid?

Tags:
  • Business
  • Economics
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Passive Beats Active Again

Submitted by Bernhardt Wealth Management on November 12th, 2012

Study after study confirms the same thing – passive investing beats active management.

Tags:
  • Investing
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Who are the 1%?

Submitted by Bernhardt Wealth Management on November 5th, 2012

Nina Easton’s recent article “Stop Beating Up the Rich” begins by quoting the French historian Alexis de Tocqueville who chronicled American society’s often contradictory pursuit of both equality and the almighty dollar.

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Caring — One of the Six Cs

Submitted by Bernhardt Wealth Management on October 28th, 2012

Theodore Roosevelt once said “Nobody cares about how much you know until they know how much you care.” That old adage has become almost a customer service cliché but nowhere does our 26th president’s advice ring more true than in the financial planning profession.

Tags:
  • Financial Advisor
  • Financial Planning
  • Six Cs
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Too Big for a Single Regulator?

Submitted by Bernhardt Wealth Management on October 21st, 2012

Think back to America History class. Do you remember learning about the Glass-Steagall Act? The law dates back to the Great Depression and enforced a strict separation between banks that take deposits and those that invest in capital markets – that is until it was repealed in 1999.

Tags:
  • Economics
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Consider These Three Tax Planning Opportunities

Submitted by Bernhardt Wealth Management on October 18th, 2012

With all the talk of higher taxes when the Bush tax cuts expire at the end of the year it’s important not to become so focused on future tax policy that we overlook some short-lived opportunities.

Tags:
  • Taxes
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Short-term Thinking Magnifies Risk

Submitted by Bernhardt Wealth Management on October 14th, 2012

We always talk about the harm short-term thinking can inflict on your investment portfolio. Now a new study from Professors Francois Brochet Maria Loumioti and George Serafeim at Harvard Business School further explores the risks for companies and investors who are attracted to short-term results.

Tags:
  • Investing
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Turner Gill A Class Act

Submitted by Bernhardt Wealth Management on October 7th, 2012

As many of you know I am an avid Nebraska football fan. One of my favorite players is Turner Gill.

Tags:
  • Gordon's Life
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