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Financial Advisor

The Real Value of a Financial Advisor

Submitted by Bernhardt Wealth Management on February 5th, 2018

As many are aware by now, one of the central features of the tax law that went into effect on January 1, 2018, is the repeal or limitation of a number of deductions that many taxpayers were accustomed to listing on their Schedule A forms.

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  • Financial Advisor
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What Is the Value of a Financial Advisor?

Submitted by Bernhardt Wealth Management on April 24th, 2017

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 or greater than its offer price, we hand over our payment.

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  • Behavioral Finance
  • Financial Advisor
  • Rebalance
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