by Kevan Melchiorre, CFP® | Apr 21, 2025 | Insights
One of the most fundamental principles of investing is portfolio diversification. It is a proven approach to effectively manage risk in your portfolio while still maintaining opportunity for desirable returns. Yet, despite its importance, many portfolios may be too...
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by Kevan Melchiorre, CFP® | Apr 11, 2025 | Insights
It’s no secret at this point that global markets are experiencing heightened volatility due to escalating trade tensions. As China implements retaliatory tariffs, fears of a full-scale trade conflict and potential recession have intensified. This uncertainty has...
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by Kevan Melchiorre, CFP® | Mar 27, 2025 | Insights
The Federal Reserve’s monetary policy decisions continue to shape financial markets in significant ways. Throughout 2025, the Fed has maintained steady interest rates despite various economic pressures, including concerns over tariffs, consumer confidence, and...
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by Kevan Melchiorre, CFP® | Mar 10, 2025 | Insights
Recent market declines in major indices have left investors searching for direction amid mixed economic signals.1 With rising inflation, decreased consumer confidence, government sector job losses, and heightened policy uncertainty, many are questioning the...
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by Kevan Melchiorre, CFP® | Mar 5, 2025 | Insights
As a physician, you dedicate your life to caring for others, often placing your own financial well-being on the back burner. The path to financial security and a comfortable retirement is different for medical professionals due to the unique challenges you...
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