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Financial Stress Rings in the New Year

Submitted by Bernhardt Wealth Management on January 23rd, 2017

A December survey by the National Endowment for Financial Education® (NEFE) finds more than two thirds (68 percent) of U.S. adults will make a financial New Year’s resolution for 2017. Saving money (53 percent) tops the list, followed by managing debt (44 percent).

Let’s Put the Federal Debt into Perspective

Submitted by Bernhardt Wealth Management on January 30th, 2012

Last year in the midst of federal debt crisis I observed in a client newsletter that as painful as the fractious debate over raising the nation’s debt ceiling was that I hoped it would underscore for Americans that getting our nation’s fiscal house in order should be job one.

Brokerage Firms Must Report Investment Gains Plus S&P Downgrade

Submitted by Bernhardt Wealth Management on August 14th, 2011

In an effort to ensure everyone pays their fair share of taxes on January 1st of this year the Federal government began requiring brokerage firms and other custodians to calculate and report gains or losses on certain customer trades to the IRS.

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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.

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Contact Us

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

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