Shifting Valuations – Growth Falls While Value Rises
If you have been watching the stock market over the past month, you may have noticed something unusual: major technology companies have seen their stock
If you have been watching the stock market over the past month, you may have noticed something unusual: major technology companies have seen their stock
For the foreseeable future, the Federal Reserve faces a historically delicate balancing act. Tasked with its statutory dual mandate—maintaining stable prices while maximizing sustainable employment—the
To understand the modern stock market, investors must first unlearn the benchmarks of the past. The S&P 500, historically viewed as a broad, well-diversified proxy
This month, I want to take a break from reviewing what is happening in the markets to talk about estate planning. To be more specific,
2026 has already proven to be a pivot point away from the artificial intelligence (AI) rally theme toward a broader diversification theme. Certainly, AI remains
In the past week, headlines have been dominated by a familiar, flickering ghost: the $100 barrel of oil. As geopolitical tensions in the Middle East—specifically
The opening weeks of 2026 have rewritten the playbook for precious metals. The current climate offers a masterclass in how political appointments, shifting monetary regimes,
As we look back at the financial landscape of 2025, the year was predominantly defined by a transition from “easy growth” to a more disciplined,
Happy Holidays from Bernicke Wealth Management! We hope everyone is enjoying some time with family and friends during the holiday season. The early snowfall this

As many long-term readers of our newsletters may already know, the consumer is the lifeblood of the U.S. economy. Without individuals spending their hard-earned money
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