Bernicke Letter: May 2023
Exciting Announcement For Our Client Appreciation Event On August 2nd We are hosting our Client Appreciation Event at the Pablo Center in Eau Claire
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Exciting Announcement For Our Client Appreciation Event On August 2nd We are hosting our Client Appreciation Event at the Pablo Center in Eau Claire
Is the U.S. Dollar at Risk of Being Replaced by Another Currency? Since World War I, the U.S. dollar has effectively been the world’s
Spring break season is upon us! Or at least it is for those of us with kids in school. My favorite spring break trip growing
Is a Roth IRA Conversion the Right Strategy for You? Written by Ty Bernicke, CFP®, President and Executive Wealth Manager As published in Forbes With
SECURE Act 2.0: How the New Changes in Retirement Laws Will Affect You Tucked inside a just-passed 4,155-page, $1.7 trillion spending bill are plenty
2022: Wow, What A Year It Has Been For Investors I write this newsletter as we’re getting our first significant snowfall of the year, making
Turbulent Markets: Waiting For The Tide To Turn This past year I listened to an inspiring interview with the singer and songwriter, Jewel, who discussed
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.