NWSB Blog / Wealth
Wealth Matters
Looking for more useful information and insights? You will find both in the articles below.

Contending with a holiday spending hangover
The current impact of inflation and higher interest rates are likely to result in many consumers contending with a holiday spending hangover – higher credit balances and higher interest payments...
Mark P. Bernier, CFA | Posted on Dec 29, 2022

Approaching Retirement
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new...
Mark P. Bernier, CFA | Posted on Dec 07, 2022

Demand for the dollar
In late September 2022, the U.S. dollar hit a 20-year high in an index that measures its value against six major currencies: the euro, the Japanese yen, the British pound, the Canadian dollar, the...
Mark P. Bernier, CFA | Posted on Nov 09, 2022

A Silver Lining in the Current Bear Market
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the...
Mark P. Bernier, CFA | Posted on Sep 13, 2022

Recessions can be driven by fear as well as by fundamental economic weakness.
In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment,...
Mark P. Bernier, CFA | Posted on Aug 08, 2022

INVESTMENT STRATEGY
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible...
Mark P. Bernier, CFA | Posted on Jun 06, 2022