by Kevan Melchiorre, CFP® | Feb 6, 2024 | Insights
When it comes to financial markets, day-to-day price swings are often more about what investors expect than the underlying facts. This is because markets are designed to anticipate future events and assign them a price today. This gap between reality and expectations...
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by Kevan Melchiorre, CFP® | Jan 25, 2024 | Insights
Welcome to 2024! With the year officially underway, we are looking ahead at what risks may arise and what opportunities may present themselves along the way. For this year’s outlook, we’ve decided to shine a spotlight on the “most likely”...
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by Kevan Melchiorre, CFP® | Jan 25, 2024 | Insights
Assess your cash flow (income vs. expenses). Take a deep dive into your total income vs. expenses for last year and ask yourself: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? ...
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