by Kevan Melchiorre, CFP® | Dec 11, 2024 | Insights
One of my favorite songs from 1980’s band, Journey, seems to best capture this year for investors: “Don’t stop believin’, hold on to that feelin’.” 2024 has been a year of major market, economic, and political concerns for many investors. Worries...
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by Kyle Wetters, CFP® | Dec 10, 2024 | Insights
As we approach the end of another year, it’s time to take a step back and reflect on our financial journey. At Tenet Wealth Partners, we believe that conducting a comprehensive year-end financial review is not just a good practice—it’s an essential step...
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by Kevan Melchiorre, CFP® | Dec 10, 2024 | Insights
As dedicated financial advisors and planners, we are constantly looking for innovative ways for our clients to save for, and secure, their retirement wishes. One unique solution that has gained popularity amongst small business owners, especially among dentists and...
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by Kevan Melchiorre, CFP® | Nov 27, 2024 | Insights
Financial markets have delivered remarkable performance thus far in 2024, giving investors numerous reasons for optimism this holiday season. Despite facing challenges, including Federal Reserve policy shifts, election uncertainty, and geopolitical tensions, major...
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by Jama Grotelueschen, CFP® | Nov 11, 2024 | Insights
As the year draws to a close, savvy investors are turning their attention to tax-efficient investment strategies. The impact of taxes on investment returns can be significant, often eroding a substantial portion of your hard-earned gains. Understanding and...
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by Kevan Melchiorre, CFP® | Nov 6, 2024 | Insights
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. It’s clear that political outcomes can influence our daily lives and the direction of the country. However, regardless of which side of the...
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