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  1. Home
  2. Archived Blog
  3. January 2022

January 2022

Tax Policy Outlook for 2022

Submitted by Bernhardt Wealth Management on January 31st, 2022

President Biden has made his “Build Back Better Act,” which would include major changes in US tax policy, a centerpiece of his legislative agenda. However, his party’s narrow majority in the House, combined with the 50-50 split in the Senate, have made it difficult for the president to get the necessary legislation passed by Congress.

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  • Current Events
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Three Cheers for Inflation? The Social Security COLA

Submitted by Bernhardt Wealth Management on January 24th, 2022

As the economy continues its recovery from the pandemic-induced recession of 2020, one of the consequences is that inflation, which had been rather tame since the onset of the Great Recession in 2008—hovering in or near the Federal Reserve’s “Goldilocks zone” of 2%—has rekindled.

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  • Economics
  • Economy
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Protecting Older Americans

Submitted by Bernhardt Wealth Management on January 18th, 2022

According to recent reports, financial elder abuse is on the rise, costing elderly Americans an estimated $36.5 billion in 2020 alone, according to the National Council on Aging.

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  • Current Events
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Is Investing for Dividend Yield Still Worth It?

Submitted by Bernhardt Wealth Management on January 10th, 2022

It’s fairly common, while perusing financial publications and websites, to see headlines like “10 Dividend Growth Stocks You Can Count On,” or “20 Dividend Growth Stocks Blasting Off.”  There’s an annual “Dividend Aristocrats&rdq

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  • Investment Planning
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Looking Back, Planning Ahead: Welcome, 2022!

Submitted by Bernhardt Wealth Management on January 3rd, 2022

Before we conduct a quick review of the year just ended and try to think about what may lie before us in 2022, we at Bernhardt Wealth Management want to start by assuring you of our sincere hope that you and your family and friends have enjoyed a peaceful holiday season.

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  • Current Events
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Working with the Right Advisor

Submitted by Bernhardt Wealth Management on January 1st, 2022

These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals. 

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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

Archived Blog

  • February 2022 (2)
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