Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 2 days ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 2 days ago

New page description detected.

  • New: 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 … Continue Reading →
  • Old: With more and more financial data being stored in and accessed by computers (and even mobile phones), and with untold millions of transactions taking place on the websites of retailers, banks, and others, it has never been more important to … Continue Reading →

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 1 week ago

New page description detected.

  • New: With more and more financial data being stored in and accessed by computers (and even mobile phones), and with untold millions of transactions taking place on the websites of retailers, banks, and others, it has never been more important to … Continue Reading →
  • Old: Human Relations 101 teaches us that when we want to offer effective advice or suggestions, we should start by affirming the other person. So, I’ll start with a word or two of praise for the financial habits of Millennials–persons born … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 1 week ago

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 1 week ago

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 3 weeks ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 3 weeks ago

New page description detected.

  • New: Human Relations 101 teaches us that when we want to offer effective advice or suggestions, we should start by affirming the other person. So, I’ll start with a word or two of praise for the financial habits of Millennials–persons born … Continue Reading →
  • Old: A friend of mine tells about a former colleague, a stockbroker, who was famous around the office for his frequent, dire financial predictions. “He successfully predicted five of the last two bear markets,” my friend remarked. On the other side, … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 1 month ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 1 month ago

New page description detected.

  • New: Our country recently experienced one of the most raucous and divisive presidential elections in recent memory. And, since January, we have been bombarded with news related to the new president’s actions and policies. Depending on your preferred news source, the … Continue Reading →
  • Old: In our last article, we noted that international factors are very much on investors’ minds as they look toward 2017. According to a recent Morgan Stanley survey, four of investors’ top five concerns for this year arise from global trends. … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 1 month ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 1 month ago

New page description detected.

  • New: A friend of mine tells about a former colleague, a stockbroker, who was famous around the office for his frequent, dire financial predictions. “He successfully predicted five of the last two bear markets,” my friend remarked. On the other side, … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 1 month ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 1 month ago

New page description detected.

  • New: In our last article, we noted that international factors are very much on investors’ minds as they look toward 2017. According to a recent Morgan Stanley survey, four of investors’ top five concerns for this year arise from global trends. … Continue Reading →
  • Old: A December 2016 article on Marketwatch.com reported on a Morgan Stanley survey of investors that listed respondents’ top five financial worries for 2017. In order from greatest to least, these were: The breakup of the European Union; A recession in … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 1 month ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 1 month ago

New page description detected.

  • New: A December 2016 article on Marketwatch.com reported on a Morgan Stanley survey of investors that listed respondents’ top five financial worries for 2017. In order from greatest to least, these were: The breakup of the European Union; A recession in … Continue Reading →
  • Old: A December survey by the National Endowment for Financial Education (NEFE) finds more than two thirds (68 percent) of U.S. adults will make a financial New Year’s resolution for 2017. Saving money (53 percent) tops the list, followed by managing … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 1 month ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 1 month ago

New page description detected.

  • New: A December survey by the National Endowment for Financial Education (NEFE) finds more than two thirds (68 percent) of U.S. adults will make a financial New Year’s resolution for 2017. Saving money (53 percent) tops the list, followed by managing … Continue Reading →
  • Old: Do you know your full retirement age for purposes of determining your Social Security retirement benefits? Full retirement age is the age at which a person first becomes entitled to full (unreduced) retirement benefits. For years, that age was 65. … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 2 months ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 2 months ago

New page description detected.

  • New: Do you know your full retirement age for purposes of determining your Social Security retirement benefits? Full retirement age is the age at which a person first becomes entitled to full (unreduced) retirement benefits. For years, that age was 65. … Continue Reading →
  • Old: At last week’s TD Ameritrade conference, the halls were abuzz with news that an executive order signed by President Trump on February 3, 2017, would halt implementation of the Department of Labor’s fiduciary rule. This became a major topic of … Continue Reading →

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 2 months ago

New page description detected.

  • New: At last week’s TD Ameritrade conference, the halls were abuzz with news that an executive order signed by President Trump on February 3, 2017, would halt implementation of the Department of Labor’s fiduciary rule. This became a major topic of … Continue Reading →
  • Old: As trusted advisors, our job is to help people make informed and smart choices. To do that, we have to explore and understand behavioral biases. In the podcast I mentioned last week, Dr. Daniel Kahneman summarizes the cognitive biases that … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 7 months ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 7 months ago

New page description detected.

  • New: As trusted advisors, our job is to help people make informed and smart choices. To do that, we have to explore and understand behavioral biases. In the podcast I mentioned last week, Dr. Daniel Kahneman summarizes the cognitive biases that … Continue Reading →

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 7 months ago

New page description detected.

  • New: I’m looking forward to December 6, 2016, publication of Michael Lewis’s next book The Undoing Project: A Friendship that Changed Our Minds about the partnership of Daniel Kahneman and Amos Tversky. Several years ago, I heard Dr. Kahneman deliver one … Continue Reading →
  • Old: The first Presidential Debate is scheduled for September 26. At that time we will see Hillary Clinton and Donald Trump square off against each other. In the meantime, both candidates are beginning to fill in the details of their platforms. … Continue Reading →

Bernhardt Wealth Management

Category: Content
Type: Blog Article

Generated 7 months ago

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 7 months ago

New page description detected.

  • New: As you may know, Bernhardt Wealth Management has retained the services of Eileen Hamm and her firm to help our clients with issues related to Medicare. Because we pay them a fee, this service is available to our clients at … Continue Reading →

Bernhardt Wealth Management

Category: Positioning & Presence
Type: Page Metadata Change

Generated 8 months ago

New page description detected.

  • New: Highlighting Character, Chemistry and Caring in Business, Bernhardt Wealth Management Hosts 3rd Annual – Profiles in Success Celebration Event Will Highlight Entrepreneurial Spirit and Mentorship on November 30 McLean, VA (August 30, 2016) — Bernhardt Wealth Management, a Virginia-based registered investment … Continue Reading →
  • Old: Budgets, or the more palatable term “spending plans,” provide structure and can make your financial life less stressful. With students going back to college and college graduates beginning their careers, it’s a good time to review sometime-tested budgeting tips parents … Continue Reading →

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