As volatility continues across financial markets, we wanted to provide an update on current events and trends this month. We also wanted to cover an important element to investing given the current environment: the behavioral factor. The last several years have been a...
By Kyle Wetters, CFP® Co-Founder & Managing Partner Tenet Wealth Partners Series I savings bonds have been receiving a lot of attention lately. Why? With inflation surging, the current rate on an I bond is 9.62%! I bonds earn interest based on combining a fixed...
TENET’S MONTHLY MARKET COMMENTARY – INFLATION, THE FED, & RATES….WHAT DOES ALL OF THIS MEAN FOR ME? It is hard to read the news these days and not see something about “high inflation,” “Fed action,” or “rising interest rates.” Of these popular headlines, inflation...
While financial markets have already been navigating around high inflation and the potential for rising interest rates, we are now seeing one of the most significant geopolitical conflicts and humanitarian crises of our time. The tragic and awful events occurring in...
In this webinar, the Tenet team discusses tax-efficient tips and strategies that doctors, dentists, and other medical practitioners can consider as part of their overall financial...
Monthly Market Update – February 2022 After a strong end to 2021, the market was officially on a wild ride for the first month of 2022, experiencing volatility that we have not seen since early 2020. January ended with declines in all major US indices. The...
When the topic of estate planning is broached, it is natural to feel uncomfortable or a sense of dread. Of course, this makes sense for any subject related to death. But instead of thinking about the end and using the traditional “estate planning” nomenclature, we try...
Equity markets rallied to reach all-time highs in 2021. In the face of high inflation, new COVID variants, and supply chain issues, the economy and stock market collectively thrived. The job market improved (even with a labor shortage), the consumer remained strong...
By Kevan Melchiorre, CFP® Co-Founder & Managing Partner Tenet Wealth Partners 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,...
A balance sheet is a snapshot in time of a person’s assets, liabilities, and their net worth. It captures the readily observable elements of your financial picture such as your bank accounts, investments, value of your home or a business, as well as the liabilities...
Omicron Uncertainty – After the discovery of the new Omicron variant caused a sharp drop, the market has recovered back to near highs as initial data seems to indicate that (1) the variant may be less severe than its predecessors and (2) that the current vaccine may...
When working with clients who are charitably inclined, it’s fun for our team to support them in their efforts to give! Tenet Wealth Partners believes strongly in supporting charitable causes through both dollars and time, so when our clients express that same...
By Kevan Melchiorre, CFP® Co-Founder & Managing Partner Tenet Wealth Partners As we head towards the end of the year, thinking about taxes may seem like the furthest thought from our minds, especially with the holiday season right around the corner. I know that...