If you want to maximize your income tax savings, 2019 will give you the opportunity. We list the changes to retirement plan contribution limits.
In the spirt of the season, here is a list of early New Year’s resolutions for 2019.
The Tax Cuts and Jobs Act may have reduced the tax benefits of giving, but there’s a more important reason for our charitable acts.
Instead of worrying about October’s stock market turbulence, read these points for perspective.
What goes up must come down, right? Well, yes, but that doesn’t mean a market downturn is likely to happen tomorrow. Here is what economic indicators say.
With U.S. stocks dominating international stocks, you may be wondering why you should even diversify internationally. Here’s why.
Americans are feeling optimistic, with the Consumer Confidence Index at its highest level since October 2000.
Berno Financial Management launched an inaugural day of service last year that was so gratifying, team members were eager to get back in service for year two.
Berno Financial Management, a Cincinnati-based financial advisory firm, recently celebrated its 25th anniversary with more than 100 clients and their loved ones.
Some investors are anxious about the potential impact of tariffs on their portfolio. No one knows that potential impact, but there is something you can do.
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.