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...
Kevan shares his perspectives on the importance of dividends and the ex-dividend date for investors in stocks and mutual funds. Understanding the ex-dividend date: What it is and how it works The ex-dividend date is the deadline for investors to receive the next...
All eyes continue to be on the Federal Reserve at year-end and even recent positive news hasn’t been enough to sway them from their conviction in taming inflation. The Fed’s hawkish stance at its latest meeting on Wednesday ruffled investors’ feathers. U.S. and...
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...
How should investors deal with the current market volatility? “This is where things get challenging for all of us, because we are human. We have emotions when it comes to our own money. But what we’ve seen historically is that when we react [to market...
Inflation, Inflation, Inflation – When will it end? If you’re like us, then you are pretty tired of hearing about (and dealing with) the high inflation that we have been experiencing. It truly has been “sticky” and relentless, like a gnat at a...
Daly shares her thoughts on the market volatility and how investors can keep their calm. By Harlan Vaughn The Stock Market’s Worst Year in More Than a Decade Keeps Getting Worse. What Investors Should Do The U.S. stock market closed the week, month, and quarter...
Kevan shares his perspectives on what factors physicians should consider when choosing a financial advisor. By Keith Loria Medical Economics Journal, Medical Economics October 2022 edition, Volume 99, Issue 10 Look for proper credentials, experience with medical...
Kyle shares his thoughts on whether $500,000 is enough to retire with Gabrielle Olya of GOBankingRates.com By Gabrielle Olya It’s long been a rule of thumb that you should have $1 million saved for retirement, but most Americans today don’t think you actually need...
What is a “yield curve inversion,” and is it really a good predictor of a recession? With the Federal Reserve again in the spotlight, investors are focused on the potential for further rate hikes, the yield curve, and whether a recession may likely be...
Kevan shares his thoughts on Roth conversions with Tom Taulli of Barron’s By Tom Taulli The first half of this year marked the worst performance for the S&P 500 since 1970. With inflation soaring and interest rates rising, the index posted a loss of 20.6%....
Recession Fears Abound – Are we there yet? And if so, what does a recession mean for me as an investor? While the word “inflation” (and actual higher prices themselves) has dominated concerns amongst consumers and investors this year, this has led us to a new word...
Kevan shares tips on how to better ensure that your money lasts in retirement with Rachel Hartman and Emily Brandon of U.S. News & World Report Look at how much you spend to prevent falling short of funds during retirement. By Rachel Hartman | Reviewed by Emily...
Kevan provides his thoughts on interest-only retirement plans with Brian O’Connell and Emily Brandon of U.S. News & World Report By Brian O’Connell | Edited by Emily Brandon | July 27, 2022 It’s not easy to live on your retirement portfolio’s...