by Kevan Melchiorre, CFP® | Apr 15, 2024 | Investment Commentary
After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline, pushing the VIX index...
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by Kyle Wetters, CFP® | Apr 12, 2024 | Insights
Are you looking for smart strategies to minimize your tax burden and maximize your savings? In today’s dynamic financial landscape, effective tax planning has become more important than ever. By implementing the right tax optimization techniques, you can not...
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by Kyle Wetters, CFP® | Apr 5, 2024 | Insights
Are you worried about how much money you’ll need for a comfortable retirement? Determining your ideal retirement savings goal can feel overwhelming, but fear not – we’re here to help. In this comprehensive guide, we’ll walk you through the steps to...
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by Kevan Melchiorre, CFP® | Mar 29, 2024 | Insights
Investing can come with many benefits, particularly the potential for growth and income to support both sort-and long-term aspirations. With the benefits of that growth also comes the potential for taxes, which can lead to a significant burden and impact to your...
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by Kevan Melchiorre, CFP® | Mar 26, 2024 | Investment Commentary
The stock market rally has briefly paused as investors weigh the timing of the first Fed rate cut this cycle. So far this year, the S&P 500 has achieved 16 new all-time highs amid steady economic growth, improving inflation, and the ongoing rally in tech stocks....
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by Kevan Melchiorre, CFP® | Mar 19, 2024 | Investment Commentary
Markets continue to be driven by artificial intelligence stocks and the timing of the Fed’s first rate cut. Beyond the day-to-day swings, these drivers reflect important trends in innovation, productivity, and the health of the economy. They are also the result...
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