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...
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by Kevan Melchiorre, CFP® | Dec 10, 2025 | Insights, Investment Commentary
The stock market appears poised to achieve double-digit gains for the sixth time in seven years. Apart from the inflation-induced decline of 2022, this impressive run has placed numerous investors in favorable financial circumstances. There’s a common saying...
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by Kyle Wetters, CFP® | Dec 1, 2025 | Insights
For many retirees, charitable giving is about more than generosity – it’s also a way to align financial strategy with personal values. Qualified Charitable Distributions (QCDs) offer a powerful tool to accomplish both: supporting your favorite causes while...
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by Jama Grotelueschen, CFP® | Nov 25, 2025 | Insights
When markets swing wildly or headlines scream doom and gloom, it’s easy to feel anxious as an investor. Even seasoned professionals can be tempted to act on fear or excitement, making emotional investing decisions that can derail long-term progress. At Tenet Wealth...
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by Jama Grotelueschen, CFP® | Nov 12, 2025 | Insights
A Gift That Keeps Giving The holiday season is often a whirlwind of toy aisles, wrapping paper, and sugary treats. But amidst the hustle, some gifts can do more than spark a smile for a day — they can provoke a lifetime of learning. Imagine a child opening a gift box...
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by Kyle Wetters, CFP® | Nov 12, 2025 | Insights
As the final weeks of 2025 tick by, many of us are already thinking about holiday celebrations, family gatherings, and New Year’s resolutions. But for those who want to take control of their finances, and for those high-earning professionals looking to optimize wealth...
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