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  1. Home
  2. Archived Blog
  3. September 2020

September 2020

Don’t Need It, but Gotta Have It: Why Spending Feels Good

Submitted by Bernhardt Wealth Management on September 28th, 2020

Most of us, at one time or another, have experienced the almost irresistible urge to spend money, sometimes on something we don’t strictly need but feel we “must have.” The wiser among us have learned how to control this urge, at least most of the time.

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Planning and the Pandemic: It’s about More Than Your Will

Submitted by Bernhardt Wealth Management on September 21st, 2020

“Dad, I have to ask: Are your affairs in order?”

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How to Be a Skeptic—The Right Way: Part IV

Submitted by Bernhardt Wealth Management on September 14th, 2020

In this final article of our series on “positive skepticism” and your finances, we’ll look at some practical ways you can perform your own due diligence process on information you receive before taking action on it.

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Tech Stocks and Recent Market Price Adjustments

Submitted by Bernhardt Wealth Management on September 8th, 2020

Last Thursday, September 3, equity markets plunged dramatically, in a sharp reversal of the mostly upward course they’ve been on for most of the summer.

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The Four Types of Financial Advisors

Submitted by Bernhardt Wealth Management on September 1st, 2020

Which one should you work with?

We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people pay attention to the orientation of their financial advisor candidates.

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Recent Blog Posts

  • Better Late? Reasons to Delay Social Security Benefits
  • What Is Wealth Planning, Really?
  • Tax Policy Outlook for 2022

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