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April 8, 2025

Quarter in Review & Outlook

Quarter in Review & Outlook

By Matthew Haraburda CFA® & CFP® We started the year with the theme: resetting expectations. We expected more market volatility due to high stock valuations and uncertainty around trade policy. What we didn’t expect was how fast and often the headlines would change—especially on trade….
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March 31, 2025

Market Commentary: April 2025

Market Commentary: April 2025

Recent economic sentiment has become more cautious as the consumer outlook dims, reflecting growing concerns about inflation, potential job losses, and reduced corporate spending. Despite these market worries, the underlying data suggests that the economy is not yet showing signs of a pronounced slowdown, with…
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March 25, 2025

How To Plan For Large Expenses In The Next 5 Years

How To Plan For Large Expenses In The Next 5 Years

Follow Nick on LinkedIn Financial planning is synonymous with long-term planning for most people–retirement, estate planning, etc. While there’s enormous value in long-term conversations, I personally think people aren’t thinking enough about our financial planning over the next 3-5 years. .embed-container { position: relative; padding-bottom:…
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March 11, 2025

Navigating Market Volatility: A Long Term Perspective

Navigating Market Volatility: A Long Term Perspective

The financial markets have been facing significant volatility lately, largely driven by recent policy announcements, including President Trump’s proposed tariff increases. Just this Tuesday, President Trump suggested raising tariffs on Canadian aluminum and steel from 25% to 50%, contributing to an already uncertain market environment. …
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March 3, 2025

Market Commentary: March 2025

Market Commentary: March 2025

By day count February is the shortest month of the year, however it sure did not feel that way with constant headlines out of Washington. Between tariff talk, federal layoffs, negotiating wartime agreements, and earnings seasons there was a lot to digest during the month….
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This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Bernardo Wealth Planning recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. © 2016 Bernardo Wealth Planning

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