The Bernard Wealth Management Group | Financial Advisors

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Running with the Dogs

See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
Bonds Can Offer Stability Even with Rising Rates

Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
Is It Time to Step Up Your Digital Marketing?

Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
A New Option for Providing Health Coverage in 2020

Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.