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Investing

Realistic Expectations and the Cost of Bad Advice

Submitted by Bernhardt Wealth Management on March 26th, 2018

Many reading this may remember how, only a few months ago, the financial news seemed to be constantly reporting new, all-time highs in the financial markets. In fact, the constant barrage of record-breaking finishes on the Dow, the S&P 500, and other major indexes reached a point where it hardly got anyone’s attention.

Tags:
  • Behavioral Finance
  • Financial Advisor
  • Investing
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New Tax Law Expands 529 and ABLE Plans

Submitted by Bernhardt Wealth Management on March 19th, 2018

In addition to almost doubling the personal exemption and providing breaks to businesses, the new tax law signed by President Trump in December contains a provision that could be very helpful for parents and grandparents who are trying to fund a child’s education or pay for a disabled child’s care.

Tags:
  • College planning
  • Investing
  • Taxes
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Give Your Retirement Plan a Boost

Submitted by Bernhardt Wealth Management on October 30th, 2017

Good news from the IRS? This probably sounds like an oxymoron to many people.

Tags:
  • 401(k)
  • Investing
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Your Investments: What Are You Paying For?

Submitted by Bernhardt Wealth Management on August 1st, 2017

Costs really do matter, in every area of life. Not only that, but understanding what is behind the costs is very important. For example, most of us realize that the sticker price on a car isn’t the result of some sort of divine revelation or a fixed number set by law.

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  • Investing
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Emerging Markets: What You Should Know

Submitted by Bernhardt Wealth Management on July 17th, 2017

With the US stock market hanging around all-time highs, and with the nagging prospect of at least slightly higher interest rates, many investors are wondering how much more upside can be expected from domestic stocks.

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  • Investing
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The Stock Market or Real Estate?

Submitted by Bernhardt Wealth Management on July 10th, 2017

Almost everyone knows the three most important factors for investing in real estate: location, location, and location.

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  • Investing
  • Real Estate
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More Investment Wisdom from the “Sage of Omaha”

Submitted by Bernhardt Wealth Management on July 4th, 2017

Over the past several years, the annual letter to shareholders from Warren Buffett, chairman of Berkshire Hathaway, has become one of the most eagerly anticipated communications in the financial world.

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  • Investing
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What's an Investor to Do when the Markets are Up, Down or Sideways?

Submitted by Bernhardt Wealth Management on March 27th, 2017

Our country recently experienced one of the most raucous and divisive presidential elections in recent memory. And, since January, we have been bombarded with news related to the new president’s actions and policies. Depending on your preferred news source, the Trump presidency is either the saving of the American democracy or a sign of the coming apocalypse.

Tags:
  • Behavioral Finance
  • Investing
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Risks and Rewards of International Investing: Part II

Submitted by Bernhardt Wealth Management on March 13th, 2017

In our last article, we noted that international factors are very much on investors’ minds as they look toward 2017. According to a recent Morgan Stanley survey, four of investors’ top five concerns for this year arise from global trends. We took a brief look at some of the chief risks that US investors must consider when they invest internationally.

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  • Investing
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Risks & Rewards of International Investing: Part I

Submitted by Bernhardt Wealth Management on March 6th, 2017

A December 2016 article on Marketwatch.com reported on a Morgan Stanley survey of investors that listed respondents’ top five financial worries for 2017. In order from greatest to least, these were:

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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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