In this August 2026 market update, Steve Latham, CFA, CFP®, explains why valuations for the S&P 500’s largest growth stocks are shifting relative to the broader market, and what’s driving that change.
In this July 2026 market update, Steve Latham, CFA, CFP®, Chief Investment Officer, explains why the market has shifted from expecting Fed rate cuts to pricing in rate hikes, and walks through the inflation data behind that change, including the growing gap between goods and services prices.
In this June 2026 market update, Steve Latham, CFA, CFP® Chief Investment Officer, explains why the S&P 500’s elevated valuation may not be the warning sign it appears to be, and walks through how the composition of the index has fundamentally shifted since the 1980s in ways that change how we should interpret today’s numbers.
In this May 2026 market update video, Ty Bernicke, CFP®, President & CEO, walks through three estate planning problems that most families never see coming until it’s too late. If you have a blended family, a child who struggles with money, or kids living in certain states, this one is worth a few minutes of your time.
Altoona, Wis. – April 23, 2026 – Bernicke Wealth Management is proud to announce that Ty Bernicke, CFP®, President and CEO, has been named to the Forbes 2026 Best-In-State Wealth Advisors list. This marks the ninth consecutive year Ty has received this prestigious recognition.
In this April 2026 market update, Steve Latham, CFA, CFP® and Chief Investment Officer at Bernicke Wealth Management reviews where market valuations stand today and what history suggests future returns may look like from current levels, including a closer look at international markets and the case for diversification in 2026.
Did you know going $1 over a certain income threshold could cost you $30,000 more in health insurance? Ty Bernicke shows how early retirees can avoid this costly mistake before Medicare kicks in.
In this March 2026 market update, Steve Latham, CFA, CFP® and Chief Investment Officer at Bernicke Wealth Management covers two topics investors are watching closely right now: the Magnificent Seven stocks and what the recent conflict in Iran means for energy markets.
Most people with a $3 million portfolio significantly underestimate how much they can save in taxes throughout retirement. We walk through three simple strategies that can save over $1 million in retirement taxes—from minimizing your tax cost ratio to properly allocating assets across your tax buckets and avoiding expensive health insurance costs before Medicare.
Most people assume working two extra years means significantly more retirement income. But with a $2 million portfolio, the difference might surprise you. After 40 years of helping clients with retirement planning, we’ve found that many people work longer than they actually need to. In this video, we walk through an income projection analysis comparing retiring at age 60 versus age 62 with a $2 million portfolio.
"*" indicates required fields
"*" indicates required fields
