by Kevan Melchiorre, CFP® | Jul 8, 2024 | Insights
As we enter the second half of the year, it’s important for long-term investors to maintain perspective on the major events that have driven markets. Despite ongoing economic uncertainty, the stock market has experienced a strong rally as investors anticipate the...
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by Kevan Melchiorre, CFP® | Jun 22, 2024 | Insights
The path of interest rates has been highly uncertain over the past few years due to inflation, economic growth, and the Fed. The 10-year U.S. Treasury yield, for instance, jumped from 3.8% at the end of last year to a high of 4.7% in April, before settling around 4.2%...
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by Kevan Melchiorre, CFP® | Jun 20, 2024 | Insights
Let’s face it, money can be stressful. From navigating complex markets to planning for the unknown, financial decisions often pack an emotional punch. But what if you a “secret weapon” in your arsenal….an advocate who goes beyond the spreadsheets and charts?...
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by Kevan Melchiorre, CFP® | May 15, 2024 | Insights, Investment Commentary
With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than usual. This is because while the economy has avoided a “hard landing” corporate...
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by Kevan Melchiorre, CFP® | Apr 26, 2024 | Insights
Are you familiar with the concept of a Backdoor Roth IRA contribution? If not, you may be missing out on a powerful wealth-building strategy that could enhance your retirement savings. In this article, we will dive deep into this specialized strategy and unveil its...
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