by Kevan Melchiorre, CFP® | Oct 3, 2025 | Insights
The end of the year isn’t just for holiday parties and reflection—it’s also the perfect time to take a strategic look at your finances. For high-earning professionals, year-end planning means more than just balancing a budget—it’s about leveraging advanced strategies...
Continue Reading...
by Kevan Melchiorre, CFP® | Sep 24, 2025 | Insights
The investment adage “don’t fight the Fed” emerged in the 1970s and remains increasingly relevant today. This concept emphasizes that Federal Reserve monetary policy decisions can significantly influence markets and economic conditions, making them...
Continue Reading...
by Kevan Melchiorre, CFP® | Sep 16, 2025 | Insights
Real estate has long been a cornerstone of wealth-building strategies, prized for its ability to generate passive income, hedge against inflation, and provide portfolio diversification. But is real estate investing in 2025 still a wise move—especially given rising...
Continue Reading...
by Kevan Melchiorre, CFP® | Sep 12, 2025 | Insights
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This profound observation by former United States Surgeon General C. Everett Koop captures what many consider the ultimate aspiration: creating an...
Continue Reading...
by Kevan Melchiorre, CFP® | Aug 28, 2025 | Insights
Recent remarks from Fed Chair Jerome Powell at the annual Jackson Hole conference have garnered significant media attention, with Powell strongly suggesting that a September interest rate reduction is probable. Powell highlighted the need to balance concerns about...
Continue Reading...