Bernard Wealth Management Corp.的封面图片
Bernard Wealth Management Corp.

Bernard Wealth Management Corp.

金融服务

Royal Oak,MI 96 位关注者

Your Trusted Partner for all Financial Matters.

关于我们

Bernard Wealth Management operates on a simple principle: investment firms should exist for the benefit of their clients. We pride ourselves on our attention to our clients’ financial issues. At the same time, through our ongoing investment research and active portfolio management, we strive to help our clients meet their long-term goals.

网站
https://www.bernard-wealth.com/
所属行业
金融服务
规模
2-10 人
总部
Royal Oak,MI
类型
私人持股
创立
2011

地点

  • 主要

    360 N. Main St.

    Suite 430

    US,MI,Royal Oak,48067

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Bernard Wealth Management Corp.员工

动态

  • The stock market’s recent declines have many concerned about the economy and future returns. After the steady gains in the first half of the year, the drop has been sudden and jarring. There have been a number of reasons cited for the fall, including lower than expected job gains last week and recent mixed earnings reports from market bellwethers Apple, Amazon and Microsoft. Some traders are probably locking in gains, and right now there are more sellers than buyers. Unfortunately this type of market action is a recurring feature of stock investing. There is no question that market volatility can be painful. Market moves can’t be predicted reliably, either up or down. What can an investor do? ? Revisit goals. Are your investments structured to help you meet short term goals? ? Rebalance asset classes to stay within range of your long term targets. ? Stay the course. Selling when markets are down can hamper your portfolio’s ability to recover. We encourage you to reach out with your concerns and questions anytime.

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  • Bernard Wealth Management Corp.转发了

    Don't forget — the 2023 IRA contribution deadline is fast approaching ? April 15, 2024 is the deadline to make your Individual Retirement Account (IRA) contributions for the 2023 tax year. Need help navigating these complexities or ensuring you're making the most of your retirement savings opportunities? We're here for you! Reach out with any questions or for assistance before the deadline.

    • 该图片无替代文字
  • Don't forget — the 2023 IRA contribution deadline is fast approaching ? April 15, 2024 is the deadline to make your Individual Retirement Account (IRA) contributions for the 2023 tax year. Need help navigating these complexities or ensuring you're making the most of your retirement savings opportunities? We're here for you! Reach out with any questions or for assistance before the deadline.

    • 该图片无替代文字

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