Key Points: January was a strong month for stock returns, today not so much Interest rates have gone up rather quickly so far in 2018 With years of stable prices, inflation is starting to rear its ugly head As I am sitting here in my…READ MORE
Key Points: 2017 was a very good year for stocks Bonds had a positive return, with the yield curve flattening Tax reform was passed by Congress 2017 turned out to be a very good year for US stocks. The S&P500 completed its ninth consecutive year…READ MORE
Key Points: Stocks had another solid month with the Dow and S&P500 hitting record highs The strong returns in the U.S. stock market were felt across all market caps and styles Tax reform seems to be working its way through the system, creating risk on/risk…READ MORE
Key Points: Global economic growth continues to trend higher September saw a record for stocks, hitting all-time highs With failed attempts to alter healthcare, congress has tax reform front and center The world continues to recover from the lows of the financial crisis. Above…READ MORE
We are pleased to announce and welcome two new talented investment minds, Matt Rittenhouse, CFP® and Lance Rosina, to the Bernardo Wealth Planning team. Matt brings over 16 years of investment and financial planning experience to our firm. He joins us from Whipple & Associates/Mass Mutual…READ MORE
