by Kevan Melchiorre, CFP® | Feb 12, 2026 | Insights
Retirement is a milestone many eagerly anticipate—a time for relaxation, pursuing hobbies, and cherishing family moments. But when it comes to managing retirement accounts, a surprising majority of retirees may be missing an opportunity with their Required Minimum...
Continue Reading...
by Kevan Melchiorre, CFP® | Jan 28, 2026 | Insights
As companies start reporting their quarterly earnings, the stock market is paying close attention to how businesses are actually doing. With stock prices near record highs, many investors are wondering if these valuations make sense and if companies can keep growing...
Continue Reading...
by Kevan Melchiorre, CFP® | Jan 12, 2026 | Insights
The detention of Venezuelan President Nicolás Maduro by United States forces marks a notable and unanticipated geopolitical development that could impact financial markets. According to widespread reports, U.S. military personnel executed an operation resulting in...
Continue Reading...
by Kevan Melchiorre, CFP® | Dec 15, 2025 | Insights
Many people think of a Health Savings Account (HSA) as simply a way to pay for medical expenses, but its true potential extends far beyond that. With its unique triple tax advantage, an HSA can serve as both a short-term healthcare fund and a long-term investment...
Continue Reading...