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  1. Home
  2. Archived Blog
  3. April 2021

April 2021

Is the Size Premium in Stocks Still Valid?

Submitted by Bernhardt Wealth Management on April 25th, 2021

One of the first so-called “anomalies” hypothesized by financial researchers was the size premium, which posits that small-capitalization equities tend to outperform large-capitalization equities over time.

Tags:
  • Investment Planning
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“Just Lookin’ for a Home”: Most- and Least-Expensive States to Live In

Submitted by Bernhardt Wealth Management on April 19th, 2021

Readers of a certain age may remember the song about the boll weevil, recorded by blues and folk artist Leadbelly in the 1930s and made famous by Brook Benton in the early 1960s. Boll weevils feed on cotton buds, and a widespread infestation in the American South led to economic devastation in the 1920s and 1930s.

Tags:
  • Retirement Planning
  • Wealth Management
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Who Can You Believe? Seven Warning Signs of an Untrustworthy Financial Advisor

Submitted by Bernhardt Wealth Management on April 12th, 2021

As many investors learned during the tumultuous year of 2020, reliable financial and market advice has never been more valuable.

Tags:
  • Fiduciary
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Can You Beat the Market? Yes. Is It Likely? No.

Submitted by Bernhardt Wealth Management on April 5th, 2021

In 1965, an interesting study appeared in the Journal of Applied Psychology. Two researchers, Caroline Preston and Stanley Harris, surveyed 50 drivers and asked them to rate themselves for safety-consciousness and general driving ability, focusing particularly on their last time behind the wheel.

Tags:
  • Investment Planning
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Choosing an Executor for Your Estate

Submitted by Bernhardt Wealth Management on April 1st, 2021

Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die.

Tags:
  • Flash Report
  • Wealth Transfer
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Recent Blog Posts

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