September 2023 Monthly Market Update
In this brief video, Steve discusses how higher interest rates have impacted mortgage rates and the overall U.S. housing market. https://youtu.be/NYWYAvJ8edU
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In this brief video, Steve discusses how higher interest rates have impacted mortgage rates and the overall U.S. housing market. https://youtu.be/NYWYAvJ8edU
In this brief video, Steve reviews the Fed’s interest rate policy and how the central bank is working to achieve its dual mandate of price
In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFP®, examines signs that imply both the consumer and the real estate market are
I grew up in a family that loved to go camping. Every October, during a break from school, we went to a campground in Hatfield,
In this June market update, Steve Latham, our Chief Investment Officer, discusses how large and mega-cap stocks have outperformed smaller ones in the S&P 500
The 2023 banking crisis started in March when Silicon Valley Bank (SVB) unexpectedly collapsed after it announced a plan to raise capital. Signature Bank (SB)
New Rules For 529 Education Accounts in 2024 Starting in 2024, there will be a new way to transfer funds out of your 529 education
Ty Bernicke, President and owner of Bernicke Wealth Management, located just outside of Eau Claire in Altoona, Wisconsin, was recently recognized on the Forbes best-in-state
In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFP®, examines signs that imply both the consumer and the real estate market are
Since World War I, the U.S. dollar has effectively been the world’s global reserve currency due to the country’s willingness to maintain this status, in
Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. Our financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization.