by Kyle Wetters, CFP® | Jul 26, 2024 | Insights
In today’s complex financial landscape, investors face a myriad of challenges as they navigate volatile markets, economic uncertainties, and shifting global dynamics. Amidst this ever-changing environment, the importance of building a well-diversified investment...
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by Kyle Wetters, CFP® | Jul 24, 2024 | Insights
Real estate has long been considered a reliable and lucrative investment option, offering the potential for steady income, long-term appreciation, and portfolio diversification. However, the traditional approach of purchasing and managing physical properties can be...
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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 Kyle Wetters, CFP® | Jul 8, 2024 | Insights
Are you tired of traditional savings accounts that offer uninspiring interest rates and scarce benefits? Look no further than a Health Savings Account (HSA). It might seem like just another account at first glance, but an HSA is a hidden treasure of astonishing...
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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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