Take an actively managed fund that is having a stellar year. Will its superior performance continue? We take a look at the numbers.
By spending our money on memories—those experiences we can recall and savor throughout our life—we are creating a foundation for long-term happiness.
Our financial planning firm turns 25 this month. We look back at our achievements, including our fiduciary role, passive investment management, and appreciation for clients.
The higher your salary, the less effective contributing the maximum to your 401(k) will be. Here are four other ways you can save money for retirement.
The stock market rebounded in May, and the returns pointed to an important lesson: Successful investing often requires one to be a contrarian.
Bonds are not necessarily a good source of income, but they can be your anchor in the storm.
Smart money decisions can help your child or grandchild avoid the school of hard knocks.
AdvisoryHQ has named Berno Financial Management as one of Cincinnati’s top 11 financial advisors.
The news is good at reporting when markets tank, not so good when they climb.
Automated investment services can save you money, but is that enough reason to use one?
Timing can work against me in writing our monthly "Fun Facts…". I wrote the February Fun Facts on January 31st, wherein I used the old Boy Scout motto "Be Prepared" for stock market volatility at any time.
With the market’s recent volatility, your portfolio may have taken a hit. And you probably have feelings about that. Maybe some fear. Maybe anger. And you may be wondering what you can do to avoid taking a hit again.
Stock market volatility is a fact of life, so as the Boy Scouts say: “Be prepared.”
Ten years after the subprime disaster that launched the Great Recession, we are enjoying a unique period of rising markets. Still, we should remember 2008; here’s why.
Investors should adjust return expectations to be more modest but also be confident about long-term goals.
The end of the year can be an opportune time to review your finances. Here are eight things to do before you ring in the new year.
Among the resolutions you can consider for 2018 is a regular review of your insurance—the foundation of sound financial planning.
Volunteering is important. It binds communities together and helps not only the recipient but the giver as well.
The flexibility of a 529 plan is one of its biggest advantages for grandparents.
You lose more money being out of the stock market in an up market than you do being in the market in a down market.