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....
Continue Reading...
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...
Continue Reading...
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...
Continue Reading...
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,...
Continue Reading...
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...
Continue Reading...
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...
Continue Reading...
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...
Continue Reading...
by Kevan Melchiorre, CFP® | Feb 22, 2024 | Insights, Investment Commentary
Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend money on everyday goods and services, and make large one-time purchases, it not only helps to spur economic growth but is also a...
Continue Reading...
by Kyle Wetters, CFP® | Feb 20, 2024 | Insights
When it comes to your financial future, choosing the right advisor is a decision that should not be taken lightly. With so many options available, how do you know which financial advisor is the best fit for you? To make this important decision easier, we have compiled...
Continue Reading...
by Kevan Melchiorre, CFP® | Feb 9, 2024 | Insights
Are you a self-employed worker looking to maximize your earnings? If so, enlisting the help of a financial advisor can be tremendously beneficial. In today’s competitive market, freelancers and independent contractors face unique financial challenges. From...
Continue Reading...
by Kevan Melchiorre, CFP® | Feb 6, 2024 | Insights
When it comes to financial markets, day-to-day price swings are often more about what investors expect than the underlying facts. This is because markets are designed to anticipate future events and assign them a price today. This gap between reality and expectations...
Continue Reading...
by Kevan Melchiorre, CFP® | Jan 25, 2024 | Insights
Welcome to 2024! With the year officially underway, we are looking ahead at what risks may arise and what opportunities may present themselves along the way. For this year’s outlook, we’ve decided to shine a spotlight on the “most likely”...
Continue Reading...
by Kevan Melchiorre, CFP® | Jan 25, 2024 | Insights
Assess your cash flow (income vs. expenses). Take a deep dive into your total income vs. expenses for last year and ask yourself: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? ...
Continue Reading...
by Kevan Melchiorre, CFP® | Jan 24, 2024 | Insights
When it comes to executive compensation, there are various options and factors to consider. Every company is different in terms of what they may offer, but two common forms of equity compensation are stock options and restricted stock units (RSUs). Understanding the...
Continue Reading...
by Kyle Wetters, CFP® | Jan 16, 2024 | Insights
Are you looking for innovative ways to make a difference while saving on taxes? If so, you’ll be interested in exploring the world of qualified charitable IRA distributions. By leveraging this powerful strategy, you can support causes you care about, lower your...
Continue Reading...
by Kyle Wetters, CFP® | Jan 11, 2024 | Insights
Retiring comfortably with $500,000 – is it really possible? Many people dream of reaching this milestone and wonder if they can make the most of their savings to live a fulfilling retirement. In this article, we will explore the feasibility of retiring with...
Continue Reading...
by Kyle Wetters, CFP® | Jan 3, 2024 | Insights
Are you looking for a way to make a lasting impact with your charitable donations while also maximizing your tax benefits? Look no further than donor advised funds. In this article, we will explore the case for donor advised funds and how they can help you achieve...
Continue Reading...
by Kevan Melchiorre, CFP® | Dec 11, 2023 | Insights
Embarking on the journey to secure your financial future is akin to navigating uncharted waters. Asset allocation for retirement is an artform that involves a careful balance of risk and rewards, much like a skilled captain charting a course through varying currents...
Continue Reading...