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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.
Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.
To read more testimonials from our clients click here.
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