Bernard Wealth Management

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, we hope your day is full of fun, laughter and a few sweet surprises.

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, we're here!

Yesterday our amazing crew of volunteers came together to serve at the Greater Baton Rouge Food Bank. We united with thousands of Ameriprise Financial volunteers from around globe to help people struggling with hunger access the food they need to thrive. Many thanks to everyone that participated!

🎃👻 IT’S TIME TO VOTE IN OUR HALLOWEEN COSTUME CONTEST! 👻🎃

Our team is bringing the Halloween spirit, and we need YOUR help picking a winner! 🧙‍♀️🦸‍♂️🧛‍♂️
We’ve dressed up, struck our best poses, and now it’s your turn to decide who takes home the prize! 🏆

🗳️ HERE’S HOW TO VOTE:
👍 Like your favorite costume!
💬 Leave a comment to show your support!
📣 Share the Halloween fun with your friends and family!
🏆 The team member who receives the most likes AND comments wins our Halloween Costume Contest!

Voting is open, so scroll through the photos, pick your favorite, and let us know who deserves to be crowned this year’s Halloween champion! 🎃

Who will take home the bragging rights? 👀👇

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective. If you have questions about how today's AI market trends could affect your financial strategy, let's connect. We can help position your investment strategy for both opportunities and potential market surprises.

Are AI stocks in a bubble? What history suggests History offers some interesting clues.

Last year's crew at our 2025 Volunteer Day. This is such a fun event!

Want to join us this year?

We'll be volunteering at The Greater Baton Rouge Food Bank on Tuesday, October 27, 2026 from 1-4pm. Call or email us at [email protected] to RSVP!

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Stocks limp to the Q3 finish line. Will higher rates cause more pain in Q4? Get more expert insights by reading the latest Weekly Market Perspectives.

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

What rising power demand could mean for investors See how rising power demand may create investment opportunities across the energy ecosystem.

Save the date! Bernard Wealth Management is volunteering at the Greater Baton Rouge Food Bank on Tuesday, October 27 and we'd love for you to join us. Please reach out to our office office for more details.