by Kevan Melchiorre, CFP® | Mar 27, 2025 | Insights
The Federal Reserve’s monetary policy decisions continue to shape financial markets in significant ways. Throughout 2025, the Fed has maintained steady interest rates despite various economic pressures, including concerns over tariffs, consumer confidence, and...
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by Jama Grotelueschen, CFP® | Mar 20, 2025 | Insights
Retirement is a time for relaxation, adventure, and enjoying life after decades of hard work. Yet, for many, the fear of running out of money can overshadow this stage of life. Retirement planning isn’t just about having enough savings—it’s about making...
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by Jama Grotelueschen, CFP® | Mar 18, 2025 | Insights
As we find ourselves in the midst of tax season, many of us are gathering our documents and calculating numbers to meet the April 15th deadline. At Tenet Wealth Partners, we understand that tax planning can be a source of stress and confusion for many. However, it...
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by Kyle Wetters, CFP® | Mar 11, 2025 | Insights
As financial advisors at Tenet Wealth Partners, we often encounter executives grappling with the complexities of their compensation packages. One of the most common dilemmas we see is the choice between Restricted Stock Units (RSUs) and Stock Options. Both can be...
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by Kevan Melchiorre, CFP® | Mar 10, 2025 | Insights
Recent market declines in major indices have left investors searching for direction amid mixed economic signals.1 With rising inflation, decreased consumer confidence, government sector job losses, and heightened policy uncertainty, many are questioning the...
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by Kyle Wetters, CFP® | Mar 7, 2025 | Insights
As business owners and entrepreneurs, we understand that navigating the complex world of taxes can be daunting. Yet, effective tax planning is not just about compliance – it’s a crucial element of financial success. At Tenet Wealth Partners, we believe that a...
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by Kevan Melchiorre, CFP® | Mar 5, 2025 | Insights
As a physician, you dedicate your life to caring for others, often placing your own financial well-being on the back burner. The path to financial security and a comfortable retirement is different for medical professionals due to the unique challenges you...
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by Kevan Melchiorre, CFP® | Mar 5, 2025 | Insights
As more Americans approach retirement age, one question looms large: how to ensure their savings will sustain them (and last) throughout their golden years. With evolving market conditions, shifting economic landscapes, and changing political dynamics, retirement...
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by Kevan Melchiorre, CFP® | Feb 12, 2025 | Insights
Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these factors, it’s no surprise that trade policy has emerged as particularly significant for markets. President Trump has launched various...
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by Kyle Wetters, CFP® | Feb 6, 2025 | Insights
The dawn of a new year brings a fresh opportunity to take control of your financial well-being. In 2025, financial resolutions are not just about cutting costs—they’re about designing a financial strategy that aligns with your values and goals. Whether you’re...
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by Kevan Melchiorre, CFP® | Feb 4, 2025 | Insights
Markets demonstrated resilience in January despite significant policy shifts and technological developments. The first month of 2025 saw President Trump’s return to office, groundbreaking AI developments from China, and the Federal Reserve maintaining its...
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by Kevan Melchiorre, CFP® | Jan 13, 2025 | Insights
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (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? (3) What percentage of your...
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by Jama Grotelueschen, CFP® | Jan 3, 2025 | Insights
As 2025 is officially underway, there are significant unknowns regarding the future of the U.S. tax landscape. The current tax system, largely shaped by the Tax Cuts and Jobs Act (TCJA) of 2017, is set to undergo substantial modifications due to the scheduled...
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by Kevan Melchiorre, CFP® | Dec 12, 2024 | Insights
As the year winds down, investors already looking to be tax efficient within their non-retirement investment portfolios may get an unwelcome surprise: year-end capital gain distributions from mutual funds. While these distributions might seem like a positive...
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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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