Inflation – Finally Fading? Inflation has been much stickier than anyone anticipated, but we have seen signs of a downward trend forming. Will this continue? With supply chains normalizing, the biggest question mark is when the falling real estate prices and...
Review and update your “personal balance sheet”. Reviewing your total net worth is helpful to understand progress throughout the year. How did balances change in investment accounts, retirement accounts, and liabilities? Did you see progress that supports...
Volatility Persists Yet Q4 Returns Have Remained Positive While we have seen more volatility in December, major indices are still up significantly since the start of Q4. Even with many prominent CEOs and investors predicting a recession in 2023, investors have become...
With the holiday season underway and year-end right around the corner, thinking about taxes may seem like the furthest topic from our minds. Let’s face it, Santa Claus and holiday shopping get most of the limelight right now. While tax season technically doesn’t...
In this video, Kevan Melchiorre, CFP® covers what Tax Loss Harvesting is and how this strategy can prove to be...