by Jama Grotelueschen, CFP® | Nov 12, 2025 | Insights
A Gift That Keeps Giving The holiday season is often a whirlwind of toy aisles, wrapping paper, and sugary treats. But amidst the hustle, some gifts can do more than spark a smile for a day — they can provoke a lifetime of learning. Imagine a child opening a gift box...
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by Kyle Wetters, CFP® | Nov 12, 2025 | Insights
As the final weeks of 2025 tick by, many of us are already thinking about holiday celebrations, family gatherings, and New Year’s resolutions. But for those who want to take control of their finances, and for those high-earning professionals looking to optimize wealth...
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by Kevan Melchiorre, CFP® | Nov 6, 2025 | Insights
Artificial intelligence (AI) has dominated financial headlines this year, propelling markets to new highs and sparking a familiar question among investors: Are we in another bubble, similar to the dot-com era? It’s a fair question—and one worth exploring seriously....
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by Kevan Melchiorre, CFP® | Oct 24, 2025 | Insights
Gold has surged more than 60% this year, climbing above $4,300 per ounce, while numerous other asset classes have also hit record highs. This remarkable ascent has generated significant media attention and left many investors questioning whether this rally differs...
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by Kevan Melchiorre, CFP® | Oct 3, 2025 | Insights
Cryptocurrency has continued to earn time in the spotlight recently as a growing yet unique asset. It can also feel a bit mysterious and confusing, especially if you’re hearing about it for the first time. This can lead to common questions such as: Is it an...
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by Kyle Wetters, CFP® | Oct 3, 2025 | Insights
Charitable giving has long been a core part of many families’ financial and estate plans. Beginning in 2026, the One Big Beautiful Bill Act (OBBBA) introduces several significant changes that affect how both individuals and corporations can claim charitable...
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by Jama Grotelueschen, CFP® | Oct 3, 2025 | Insights
Life rarely moves in a straight line. Careers evolve, families grow, goals shift—and each of these transitions can have a major impact on your finances. That’s why a financial plan shouldn’t be a static document. Instead, it should adapt alongside you. If you’ve...
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by Kevan Melchiorre, CFP® | Oct 3, 2025 | Insights
The end of the year isn’t just for holiday parties and reflection—it’s also the perfect time to take a strategic look at your finances. For high-earning professionals, year-end planning means more than just balancing a budget—it’s about leveraging advanced strategies...
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by Kevan Melchiorre, CFP® | Sep 24, 2025 | Insights
The investment adage “don’t fight the Fed” emerged in the 1970s and remains increasingly relevant today. This concept emphasizes that Federal Reserve monetary policy decisions can significantly influence markets and economic conditions, making them...
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by Kevan Melchiorre, CFP® | Sep 16, 2025 | Insights
Real estate has long been a cornerstone of wealth-building strategies, prized for its ability to generate passive income, hedge against inflation, and provide portfolio diversification. But is real estate investing in 2025 still a wise move—especially given rising...
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by Kevan Melchiorre, CFP® | Sep 12, 2025 | Insights
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This profound observation by former United States Surgeon General C. Everett Koop captures what many consider the ultimate aspiration: creating an...
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by Kyle Wetters, CFP® | Sep 9, 2025 | Insights
You’ve invested time, education, and discipline to build your career—shouldn’t your financial assets be held to the same standard of performance? For many high-achieving professionals, wealth accumulation is a byproduct of hard work. But accumulation without...
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by Jama Grotelueschen, CFP® | Sep 9, 2025 | Insights
What does financial independence mean to you? For some, it’s retiring early to travel the world. For others, it’s the ability to cut back on work, spend more time with family, or pursue passion projects—without worrying about financial stress. At Tenet Wealth...
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by Kevan Melchiorre, CFP® | Aug 28, 2025 | Insights
Recent remarks from Fed Chair Jerome Powell at the annual Jackson Hole conference have garnered significant media attention, with Powell strongly suggesting that a September interest rate reduction is probable. Powell highlighted the need to balance concerns about...
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by Kyle Wetters, CFP® | Aug 27, 2025 | Insights
At Tenet Wealth Partners, we understand the shifting tax landscape can be daunting—especially when new legislation includes hidden pitfalls. The recently enacted One Big Beautiful Bill Act (OBBBA) offers a major change to the state and local tax (SALT) deduction—but...
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by Kevan Melchiorre, CFP® | Aug 20, 2025 | Insights
For nearly nine decades, Social Security has served as a cornerstone retirement program, but demographic shifts and fiscal pressures have raised questions about its long-term viability. While this federal program remains crucial for millions of Americans, it...
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by Kyle Wetters, CFP® | Aug 20, 2025 | Insights
Healthcare expenses are one of the most significant and often underestimated costs in retirement. While many retirees plan for basic insurance premiums and routine medical care, hidden healthcare expenses can quickly erode your nest egg if you’re not prepared. As a...
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by Jama Grotelueschen, CFP® | Aug 18, 2025 | Insights
For high-income individuals, building a secure retirement isn’t just about saving more—it’s about saving smarter. Traditional retirement accounts often come with income limits or contribution ceilings that restrict your ability to maximize tax-deferred or...
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by Kevan Melchiorre, CFP® | Aug 17, 2025 | Insights
As a high-income professional or business owner, you may be looking for additional ways to save tax-efficiently for retirement beyond traditional plans—like 401(k)s or IRAs—especially after maximizing annual contributions. You may also be asking yourself how you can...
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by Kevan Melchiorre, CFP® | Jul 30, 2025 | Insights
Corporate earnings reports typically offer valuable insights into business performance, but this earnings cycle holds particular significance given ongoing tariff policies. Despite major equity indices hitting record levels amid more stable trade relations, questions...
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