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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.
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.
Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.
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