• Charles Schwab
  • eMoney
Bernardo Group
  • Process
  • Team
  • Insight
  • Resources
  • 401(k)

September 1, 2023

Market Commentary: September 2023

Higher for longer? Analyst interest rate forecasts continue to extend.

  • Inflation has come down and the US economy continues to grow. Chairman Powell used the Jackson Hole symposium to reaffirm the Fed’s 2% inflation target and suggested that rates may need to be held near current levels for longer to account for the lags in monetary policy transmission. – Carlyle
  • The market reaction of Fitch’s downgrade of US Treasury debt was short-lived as the rating agency lowered the US long-term rating one rung from AAA to AA+ citing its growing debt burden and an “erosion of governance” including on fiscal matters. As the Fed dramatically lifted interest rates to the highest level in 22 years, interest payments at the Treasury have increased.      – Financial Times

As always, we continue to believe that one’s circumstances and risk profile should determine the appropriate mix of investments, and not media headlines. Please contact us if you ever have any questions or concerns about your accounts or any news you hear.

Information in this commentary is gleaned from third party sources, and while believed to be reliable, is not independently verified. This content is not intended to be tax, legal, investment or fiduciary 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. Past performance does not guarantee future results.

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
Previous Post Next Post

Categories

  • View All
  • Financial
  • Investment
  • Networking
  • Uncategorized
  • Wealth Planning

Popular Tags:

  • Stocks
  • Market Volatility
  • Tax Deductions
  • economy
  • Financial Recap
  • IRA Distributions
  • Stock volatility
  • market commentary
  • Job Growth
  • Market Insight
  • trade
  • Recession Risk
  • Investment
  • investments
  • Financial planning
  • Networking
  • Market update
  • Finance
  • Charitable Giving
  • Global Economy

Financial Insights

Market Commentary: May 2025

Markets experienced a volatile but ultimately resilient April, as equities rebounded from early-month losses triggered by escalating trade tensions on “Liberation Day.” Initially shaken by President Trump’s tariff threats, investors regained confidence after the administration delayed most tariffs by 90 days—pushing their implementation to early…
READ MORE

emX from eMoney Advisor

Your browser does not support the video tag.

We’re excited to introduce emX from eMoney Advisor. More than just Bernardo’s client portal, emX offers you a complete personal financial management website. It keeps your various banking, investment, and insurance accounts updated and organized, lets you manage your budgets and spending, and even helps us chart a path for your long-term-planning goals — all in one convenient online/mobile experience. Contact us to sign up.

READ MORE

Contact Us

267.500.1080

contact@bernardowealthplanning.com

Get Directions

272 Ruth Road // Harleysville, PA 19438

Connect With Us

Bernardo Wealth Planning LLC BBB Business Review

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

Legal Disclosure

contact@bernardowealthplanning.com | 267-500-1080 | 272 Ruth Road, Harleysville, PA 19438

Notifications