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.


            
 

            

 

Recent Posts

Rally realities

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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Women and wealth: The future is female

Although inroads have been made, women still experience a significant gender wage gap across the world.

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2024 earnings: The likely convergence of the “haves and have nots”

2024 earnings: The likely convergence of the “haves and have nots”

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

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