Skip to main content
 

Bernhardt Wealth Management logo

  • Home
  • About 
    • Our Team
    • How We Work
    • The Bernhardt Way
    • Affiliations
  • Our Services 
    • Wealth Management
    • Investment Management
    • Small Business
  • Resources 
    • Articles
    • News
    • News Releases
    • Videos & Podcasts
    • White Papers
    • Newsletter Signup
    • Profiles in Success
  • Client Login 
    • TD Ameritrade
    • BWM Client Portal
  • Blog
  • Contact

    You are here

  1. Home
  2. Blog

Blog

What the new Congress means for you?

Submitted by Bernhardt Wealth Management on November 8th, 2010

What does the new Congress–with a Republican controlled House and Democratic controlled Senate–mean for your investments?

  • Read more

Do Expense Ratios Matter?

Submitted by Bernhardt Wealth Management on November 4th, 2010

Russell Kinnel Morningstar’s director of mutual fund research wrote an article on August 9 2010 titled “How Expense Ratios and Star Ratings Predict Success.” It is a must read and can be found online at Morningstar by clicking on this link.

Tags:
  • Investing
  • Read more

IRA Assets Top $732.9 Billion

Submitted by Bernhardt Wealth Management on October 31st, 2010

According to a new Employee Benefit Research Institute (EBRI) report based on the organization’s own data total assets in IRAs are up 25% on average. At $732.9 billion IRAs represent the bulk of the $13 trillion in 14.1 million retirement accounts across the United States.

Tags:
  • Benefits
  • IRA
  • Retirement Planning
  • Read more

Who Are You Going to Trust?

Submitted by Bernhardt Wealth Management on October 24th, 2010

With trust in banks and the nation’s financial system at historic lows new market research reveals that 86 percent of investors are thinking twice about their financial advisors.

Tags:
  • Fiduciary
  • Read more

You Can be Excellent at Anything

Submitted by Bernhardt Wealth Management on October 17th, 2010

In The Way We’re Working Isn’t Working Tony Schwartz lays out a guide grounded in the science of high performance promising he can “systematically build your capacity physically emotionally mentally and spiritually.”

Tags:
  • Success
  • Read more

The Recession is Officially Over

Submitted by Bernhardt Wealth Management on October 10th, 2010

On September 20 2010 the Business Cycle Dating Committee of the National Bureau of Economic Research (NBER) a non-profit group based in Cambridge Massachusetts and the arbiter of when U.S. recessions begin and end officially declared that the recession ended in June 2009 when a trough in business activity occurred in the U.S. economy.

  • Read more

Who Do You Trust?

Submitted by Bernhardt Wealth Management on October 3rd, 2010

Trust in banks and the financial system in general is at historic lows. The Dow Jones Industrial Average dropped 700 points in just ten minutes on May 10 2010. Since the Great Recession started in mid 2007 over two trillion dollars of wealth has evaporated. According to the Conference Board consumer confidence in 2009 plunged to an all-time 41-year low.

Tags:
  • Fiduciary
  • Read more

The Art of Getting Along

Submitted by Bernhardt Wealth Management on October 3rd, 2010

I had a meeting with a gentleman last week.  He shared a personal story about a high school graduation gift that his grandfather gave him.  It was a print of “The Art of Getting Along.”  The gift was not appreciated at the time but today it is one of his prized possessions and is displayed prominently in his office.  I liked his story so much

  • Read more

What Can Investors Learn from Meteorologists?

Submitted by Bernhardt Wealth Management on September 26th, 2010

What can economists and investors learn from meteorologists? Economics and finance professors in the Tippie College of Business at the University of Iowa are researching whether using multiple economic and financial models running concurrently can deliver more accurate economic forecasts than one model can.

  • Read more

Planning Amid Tax Uncertainty

Submitted by Bernhardt Wealth Management on September 19th, 2010

Ben Franklin famously quipped that the only certainties in life were death and taxes. Of course with the Bush tax cuts scheduled to sunset at the end of the year and the midterm elections capable of changing the balance of power on Capitol Hill there is nothing certain about future tax policy.

Tags:
  • Taxes
  • Read more
  • « first
  • ‹ previous
  • …
  • 60
  • 61
  • 62
  • 63
  • 64
  • 65
  • 66
  • 67
  • 68
  • next ›
  • last »

Recent Blog Posts

  • Will the Estate Tax Exclusion Expire? Don’t Wait, Plan Now
  • New Filing Schedule, Tax Limits for 2021
  • “Try a Little Kindness”: It’s Good for You and the Country, Too

Archived Blog

  • January 2021 (5)
  • December 2020 (7)
  • November 2020 (6)
  • 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)
  •  
  • 1 of 11
  • ››

Categories

  • 401(k) (21)
  • 401(k) Retirement Planning (2)
  • Annuities (4)
  • Behavioral Finance (27)
  • Benefits (2)
  • Business (6)
  • Client Survey (1)
  • College planning (11)
  • Conflicts of Interest (4)
  • Cryptocurrency (1)
  • Cyber Security (2)
  • Debt (3)
  • Dimensional Fund Advisors (9)
  • Diversification (5)
  • Economics (34)
  • Economy (1)
  • Estate Planning (19)
  • Exit Planning (2)
  • Fiduciary (32)
  • Financial Advisor (16)
  • Financial Check-up (3)
  • Financial literacy (6)
  • Financial Planning (25)
  • Fraud (6)
  • Gordon's Life (9)
  • Health (1)
  • Healthcare (7)
  • Holidays (3)
  • Identity Theft (5)
  • Investing (97)
  • Investment Scams (1)
  • Investments (5)
  • IPO (1)
  • IRA (8)
  • Jobs (4)
  • Legacy (1)
  • Long Term Care (8)
  • Market Volatility (1)
  • Medicare (5)
  • Mutual Funds (2)
  • Philanthropic Planning (1)
  • Philanthropy (13)
  • Quality of Life (4)
  • Real Estate (7)
  • Rebalance (3)
  • Retirement (2)
  • Retirement Planning (44)
  • Saving (5)
  • Senior Issues (10)
  • Six Cs (6)
  • Social Security (8)
  • Success (10)
  • Taxes (30)
  • The Bernhardt Way (27)
  • Wealth Management (1)
  • Wealth Protection (3)
  • Wealth Transfer (1)

Refer Us

Subscribe to our Newsletter

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (703) 356-4380
Toll Free: (888) 356-4380
Fax: (703) 356-4383

Email: gordon@BernhardtWealth.com

7601 Lewinsville Road, Suite 210, McLean, VA 22102

       

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is only for information distribution regarding BWM products and services as well as general investor education. All information is provided for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

 

Form ADV   |  Form CRS

© 2021 Bernhardt Wealth Management, Inc.. All rights reserved.

Website Design For Financial Services Professionals