WE ARE RESEARCH DRIVEN
We pride ourselves on independent research designed to help our clients and the financial industry.
Ty Bernicke, CFP®, President and CEO of Bernicke Wealth Management, is dedicated to increasing the financial literacy of the firm’s clients. His financial research has led to numerous quotes, interviews, and publications in national and industry media throughout his career.
His published research and insights on retirement planning, estate planning, investment management, tax minimization strategies, and other financial topics are listed below:
- 3 Estate Problems People Frequently Overlook (2026) – Forbes
- Why OBBBA May Increase Retiree Health Insurance Costs And How To Avoid Paying More (2025) – Forbes
- 5 Reasons Why You May Be Able To Retire Earlier Than You Think (2025) – Forbes
- A Quick Guide To Understanding How Retirement Taxes Work (2024) – Forbes
- Comparing Three Popular Retirement Income Distribution Strategies (2024) – Forbes
- How to Manage Tax Lots to Minimize Taxes on Highly Appreciated Investments (2024) – Forbes
- How To Avoid Common Estate Planning Issues, Including Probate (2023) – Forbes
- Is A Roth IRA Conversion The Right Strategy For You? (2023) – Forbes
- Four Advantages Of Owning Stocks Over Mutual Funds Or ETFs (2022) – Forbes
- Understanding Emerging Markets As Part Of Your Investment Portfolio (2021) – Forbes
- To Minimize Your Taxes, Avoid ‘The Gap’ (2021) – Forbes
- Key Investment Concerns For Early Retirees (2021) – Forbes
- Early Retirement Health Insurance: What You Should Know (2021) – Forbes
- How Charitable Stacking Can Provide Significant Tax Savings (2021) – Forbes
- What Every Adult Child Beneficiary Should Know About Inheriting Assets (2021) – Forbes
- How The American Rescue Plan Just Made ACA Health Insurance More Affordable (2021) – Forbes
- How Does Gold Compare With Other Common Investment Options? (2021) – Forbes
- Three Steps to Estate Planning Without The Family Friction (2020) – Forbes
- Understand History Before Purchasing Your Next Mutual Fund (2020) – Forbes
- How to Get Extra Money From Mutual Funds (2020) – Forbes
- Index Fund Pitfalls: What Investors Need to Know (2020) – Forbes
- Beware of Mutual Fund Tax Traps (2019) – Forbes
- Should You Take Social Security Benefits Early? (2019) – Forbes
- Why You May Be Able To Retire Earlier Than You Think (2019) – Forbes
- Strategies Designed To Maximize Interest On Large Business Bank Accounts (2019) – Forbes
- How New Tax Laws Could Be Opening Doors For Pre-Retirees (2018) – Forbes
- Why Your Mutual Fund Portfolio Has Done So Badly (2013) – The Wall Street Journal’s MarketWatch
- Develop a Tax Sanctuary (2009) – Forbes
- Why You Should Retire Before Dec. 31 (2009) – Forbes
- Reality Retirement Planning: A New Paradigm for an Old Science (2005) – Journal of Financial Planning
The articles listed above represent original research and insights authored by Ty Bernicke, CFP®, and published in national and industry media outlets between 2005 and 2026.
Emphasis on Financial Research
Ty Bernicke’s work has been published or cited in the following news media outlets. Click on the name of each organization for more information.
Ty Bernicke’s research and insights have also been quoted or cited in the national and industry media outlets listed above. The publications listed do not constitute an endorsement of Bernicke Wealth Management or its advisors. The articles linked above are the property of their respective publishers. Bernicke Wealth Management has reproduced or linked to this content for informational purposes only and does not claim ownership of any third-party material.
These articles are provided for illustrative purposes only and do not constitute an endorsement of Bernicke Wealth Management or its advisors. Bernicke Wealth Management does not intend to update or revise any information contained herein, whether as a result of new information, future events, or otherwise. Readers are cautioned not to place undue reliance on any information contained herein, as the information may only speak to an article’s date of publication. All such information is provided for convenience purposes only.
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