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Rebalance

What Is the Value of a Financial Advisor?

Submitted by Bernhardt Wealth Management on April 24th, 2017

What is value? The answer seems simple in one sense: Value is what something is worth. We apply this principle every day when we make purchases. If the value we attach to a certain object or service is equal to or greater than its offer price, we hand over our payment.

Tags:
  • Behavioral Finance
  • Financial Advisor
  • Rebalance
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The Wisdom of Buy and Hold

Submitted by Bernhardt Wealth Management on November 16th, 2015

Investors trade more than they used to. Often these buy and sell decisions are emotional responses to market volatility — an attempt to limit losses in choppy markets. We believe an investor should rarely, if ever, make adjustments to their portfolio based upon an emotional response to the market.

Tags:
  • Diversification
  • Investing
  • Rebalance
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Should You Rebalance Your Portfolio?

Submitted by Bernhardt Wealth Management on September 28th, 2014

You’ve probably heard that asset allocation is the most important determinant of portfolio returns.

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  • Rebalance
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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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