January 2024 Monthly Market Update

Ty Bernicke, CFP® | President & CEO

In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFP®, discusses expiring tax law strategies and what you can do now to potentially pay taxes at a discount to avoid paying taxes at a premium in the future.

Ty Bernicke, CFP® | President & CEO

Ty Bernicke is the President and CEO Bernicke Wealth Management. Ty currently works with a limited number of clients that require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies have been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications. Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.

Schedule a Quick 15-Minute Call

"*" indicates required fields

Step 1 of 3

URL

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Share a Referral

We are always appreciative of the opportunity to help you with your finances, and we never want you to feel like there is anything more we would ask for from you. With that said, we are grateful when clients send us referrals and we want to show you our gratitude.

Get Started

Schedule a Quick
15-Minute Call

"*" indicates required fields

Step 1 of 3

Company

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

January 2024 Monthly Market Update

Ty Bernicke, CFP® | President & CEO

Ty Bernicke, CFP® | President & CEO

Schedule a Quick 15-Minute Call

Share a Referral

Schedule a Quick15-Minute Call

Learn why you may be able to retire earlier than you think.

Learn why you may be able to retire earlier than you think.

Schedule a Quick
15-Minute Call