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To live the life you envision, you need someone that can help you make the right choices around every part of your financial well-being. Someone that helps you invest in what matters most to you. At Bernath Private Wealth, we provide that level of stewardship for affluent individuals and families. Our clients have comfort knowing the solutions presented to them have been custom tailored to where they are in life today, as well as their hopes and dreams for the future. It’s total financial life management.
U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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