by Kevan Melchiorre, CFP® | May 19, 2023 | Insights
Major Index Returns – QTD & YTD 2023 Markets have been mixed early on in Q2. U.S. Small Cap and Mid Cap stocks (S&P 600 and S&P 400) as well as Emerging Markets stocks have been the biggest laggards thus far, while U.S. Large Cap and International...
Continue Reading...
by Kevan Melchiorre, CFP® | Mar 23, 2023 | Insights
In light of recent events, we wanted to focus this month’s commentary on information and perspectives related to concerns with the US banking space, which began with the failures of Silicon Valley Bank (SIVB) and Signature Bank. With the addition of recent struggles...
Continue Reading...
by Kevan Melchiorre, CFP® | Feb 15, 2023 | Insights, Investment Commentary
All major stock and bond indexes positive thus far, driven by optimism of falling inflation and a slowdown of future Federal Reserve Rate hikes. The economy has also shown resilience with stronger jobs data and continued consumer (and corporate) resiliency. In a...
Continue Reading...
by Kevan Melchiorre, CFP® | Jan 18, 2023 | Insights
Inflation – Finally Fading? Inflation has been much stickier than anyone anticipated, but we have seen signs of a downward trend forming. Will this continue? With supply chains normalizing, the biggest question mark is when the falling real estate prices and...
Continue Reading...