What’s in the One Big Beautiful Bill Act? In this financial market update for July 2025, Chief Investment Officer Steve Latham, CFA, CFP®, breaks down the landmark legislation just signed by President Trump and what it could mean for your taxes, investments, and long-term planning.
Trade tensions, particularly between the US and China, continue to be a dominant factor creating uncertainty in the global economy. While there have been temporary truces and adjustments, the underlying effective tariff rates remain historically high.
Are you getting the full value from your financial advisor?
In this video, Ty Bernicke, CFP®, President & CEO, explains what to look for when hiring or firing a financial advisor, and how to tell if you’re truly receiving the value you should be.
Are tariffs and market volatility impacting your investments? In this financial market update for June 2025, Chief Investment Officer Steve Latham, CFA, CFP®, unpacks the latest developments in U.S. tariff policy and what recent stock market drawdowns mean for investors.
Are you donating to charity every year but not seeing any tax benefits? In this video, Ty Bernicke, CFP®, President & CEO, explains how you can unlock significant tax savings by using a strategy called “charitable stacking”-even if your annual giving hasn’t reduced your taxes in the past.
Altoona, WI – May 30, 2025 – Bernicke Wealth Management is proud to announce that Ty Bernicke, CFP®, President and CEO, has been named to the Forbes 2025 Best-In-State Wealth Advisors list.
In this financial market update for March 2025, Chief Investment Officer, Steve Latham, CFA, CFP®, tackles the conflicting narratives surrounding the economy. Is it thriving, failing, or headed for recession? Discover why consumer confidence is down while spending remains up, and what this means for the market’s stability and future growth. Get ready to cut through the noise and understand the real story behind the numbers.
While we in the finance industry like to believe data is the arbiter of truth, the reality is far more complex than the headline numbers. Much of what is being discussed about the health of the economy comes at a time when both sides can make an argument they’re right.
Are you trying to decide when to take your Social Security? In this video, Ty Bernicke, CFP®, President & CEO discusses seven reasons why taking your Social Security benefits early might be a good choice for you!
Are you trying to decide when to take your Social Security? In this video, Ty Bernicke, CFP®, President & CEO discusses seven reasons why taking your Social Security benefits early might be a good choice for you!
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