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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by Kyle Wetters, CFP® | Mar 15, 2024 | Insights
Welcome to the world of asset allocation, where strategy meets success in building long-term wealth. Mastering the art of asset allocation is a key component in achieving your financial goals and securing a prosperous future. In this article, we will explore various...
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by Kyle Wetters, CFP® | Mar 7, 2024 | Insights
Generational wealth has become an increasingly hot topic in recent years, with individuals and families seeking ways to secure their financial legacies for future generations. But what exactly is generational wealth, and why does it matter? In simple terms,...
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by Kevan Melchiorre, CFP® | Mar 7, 2024 | Insights
With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden and Donald Trump for US President now seems inevitable at this stage. While a lot can happen...
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by Kevan Melchiorre, CFP® | Mar 5, 2024 | Insights
The stock market continues to reach new heights, driven by a stronger-than-expected economy and the largest technology stocks. In particular, Nvidia, a maker of graphics chips used in artificial intelligence applications, recently helped to push markets higher after...
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by Kevan Melchiorre, CFP® | Feb 28, 2024 | Insights
As physicians, your success is a result of years of hard work, dedication, and expertise. Your primary focus is on providing exceptional medical care to your patients. However, it’s equally important to preserve and grow your wealth through tailored financial...
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