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

U.S. equity returns in 2024: Premium performance

U.S. equity returns in 2024: Premium performance

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

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Trend & Cycle 2025 Technical Outlook

Trend & Cycle 2025 Technical Outlook

Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.

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How income splitting can create tax savings

How income splitting can create tax savings

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

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