What lies ahead as we move into election season? For most Americans, November 3rd can’t come soon enough. …we don’t believe (though, that) investors should delay appropriate investments until after the election. After all, almost all elections end up reducing political uncertainty rather than increasing…READ MORE
Family Protection It’s Back to School time and many of us are sending our kids, big and small, back to the classroom or back to a virtual learning environment. We send them off with our hugs and blessings for safety, social engagement and exciting learning…READ MORE
The Stock Market enjoyed a banner August. Will it continue? If you pay close attention to our stock market forecasts, the title of this piece (referring to his 8/31 blog post; S&P 500 3650, Dow 32,500) will look familiar. At the end of 2019 we made…READ MORE
The IRS has extended the tax filing deadline from April 15 to July 15, 2020. If you are owed a refund, please continue to file as quickly as possible. The extension applies to all individual returns, trusts and corporations, and includes: Tax payments for 2019 Estimated tax payments for 2020…READ MORE
If you’re reading this blog post, you are the reason we decided to become an independent firm. Our driving force at Bernardo has always been the benefit of our clients — both financially and personally. We feel that, in today’s financial environment, having complete control…READ MORE
