Blog - Bernstein Financial Advisory

Welcome to our Blog!

We understand the importance of finding a financial advisor that you connect with and trust. On this site, you will find a mix of articles on a wide array of subject matters. The intent of this blog is to provide relevant and useful information on a variety of subjects related to financial planning and investing.

Additionally, to find an advisor who is right for you, it helps to know more about their interests and hobbies outside of investment and financial planning advice. To that end, you will also find articles here on a variety of other topics. These are intended to be fun, unique, and most importantly, give you a chance to learn more about the folks at Bernstein Financial Advisory.

A Crazy Idea Becomes an Epic Adventure!! Part Two: Beyond the Arctic Circle, On to Inuvik and the Arctic Ocean!

By John Bernstein | Feb 28, 2025 | Financial discipline, Financial planning, Travel

After filling the jeep with gas the next morning (for about $2.50 per gallon, when the normal price at that time was $1.20 per gallon), I set out on the final 230 mile stretch to reach Inuvik. Enroute, I crossed the Arctic Circle and then the Richardson Mountains before entering the Northwest Territories (NWT).

A Crazy Idea Becomes an Epic Adventure!! Part One: Northward Ho!

By John Bernstein | Feb 3, 2025 | Financial discipline, Financial planning, Travel

We all have limited resources. For most of us, both time and money probably top that list. As a result, we are always making decisions, both explicitly and implicitly, about how to allocate those resources. How many of us dream about unique, off-the-beaten-path ways that we would like to use our limited time or money?

Thoughts on Peloton’s Latest Earnings Results

By John Bernstein | Feb 3, 2023 | Business analysis, Investing

This is my summary of Peloton’s quarterly earnings results, which the company released on February 1st. In addition to providing many of the facts from that release, I also provide my own thoughts and opinions about the results. This is not a recommendation to buy or sell the stock. Moreover, when I discuss the future outlook of the company, I am referring only to...

Review and Analysis of Peloton’s Earnings Results

By John Bernstein | Nov 4, 2022 | Business analysis

This is my summary of Peloton’s quarterly earnings results, which the company released November 3rd. In addition to providing many of the facts from that release, I also provide my own thoughts and opinions about the results. This is not intended to be a recommendation to buy or sell the stock. Moreover, when I discuss the future viability of the company, I am referring to the operations of the company, not the stock.

Musings on Peloton’s Latest Earnings Release

By John Bernstein | Aug 27, 2022 | Business analysis, Investing

Peloton reported results for their fiscal 2022 4th quarter (calendar 2nd quarter), which ended June 30th. The earnings call was conducted by CEO Barry McCarthy and newly appointed CFO, Liz Coddington. Similar to last quarter...

The Better-Balanced Portfolio, an Interview with Cynthia Meyer of Real Life Planning

By John Bernstein | Jul 11, 2022 | Investing, Investment strategy, Market timing

I was recently interviewed by my colleague, Cynthia Meyer, of Real Life Planning. The interview covers our Better Balanced Portfolio, the primary investment strategy we employ at Bernstein Financial Advisory.