by Kyle Wetters, CFP® | Jul 24, 2024 | Insights
Real estate has long been considered a reliable and lucrative investment option, offering the potential for steady income, long-term appreciation, and portfolio diversification. However, the traditional approach of purchasing and managing physical properties can be...
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by Kevan Melchiorre, CFP® | Jul 8, 2024 | Insights
As we enter the second half of the year, it’s important for long-term investors to maintain perspective on the major events that have driven markets. Despite ongoing economic uncertainty, the stock market has experienced a strong rally as investors anticipate the...
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by Kyle Wetters, CFP® | Jul 8, 2024 | Insights
Are you tired of traditional savings accounts that offer uninspiring interest rates and scarce benefits? Look no further than a Health Savings Account (HSA). It might seem like just another account at first glance, but an HSA is a hidden treasure of astonishing...
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by Kevan Melchiorre, CFP® | Jun 22, 2024 | Insights
The path of interest rates has been highly uncertain over the past few years due to inflation, economic growth, and the Fed. The 10-year U.S. Treasury yield, for instance, jumped from 3.8% at the end of last year to a high of 4.7% in April, before settling around 4.2%...
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by Kevan Melchiorre, CFP® | Jun 20, 2024 | Insights
Let’s face it, money can be stressful. From navigating complex markets to planning for the unknown, financial decisions often pack an emotional punch. But what if you a “secret weapon” in your arsenal….an advocate who goes beyond the spreadsheets and charts?...
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by Kyle Wetters, CFP® | Jun 3, 2024 | Insights
No business owner likes to think about the day they will no longer be at the helm of their company. But one thing is certain: planning for the future is essential to ensure a smooth transition and long-term success. In this article, we’ll explore five key...
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by Kevan Melchiorre, CFP® | May 15, 2024 | Insights, Investment Commentary
With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than usual. This is because while the economy has avoided a “hard landing” corporate...
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by Kyle Wetters, CFP® | May 10, 2024 | Insights
Are you feeling overwhelmed by your finances? Do you dream of achieving financial freedom but don’t know where to start? Look no further. In this article, we share six proven strategies to simplify your finances and pave the way to financial freedom. Managing...
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by Kyle Wetters, CFP® | May 3, 2024 | Insights
Are you tired of paying unnecessary taxes and losing out on potential savings? In this article, we will dive into the art of tax planning and provide you with effective strategies to optimize your finances. Whether you are a business owner or an individual taxpayer,...
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by Kevan Melchiorre, CFP® | Apr 26, 2024 | Insights
Are you familiar with the concept of a Backdoor Roth IRA contribution? If not, you may be missing out on a powerful wealth-building strategy that could enhance your retirement savings. In this article, we will dive deep into this specialized strategy and unveil its...
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by Kevan Melchiorre, CFP® | Apr 15, 2024 | Investment Commentary
After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline, pushing the VIX index...
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by Kyle Wetters, CFP® | Apr 12, 2024 | Insights
Are you looking for smart strategies to minimize your tax burden and maximize your savings? In today’s dynamic financial landscape, effective tax planning has become more important than ever. By implementing the right tax optimization techniques, you can not...
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by Kyle Wetters, CFP® | Apr 5, 2024 | Insights
Are you worried about how much money you’ll need for a comfortable retirement? Determining your ideal retirement savings goal can feel overwhelming, but fear not – we’re here to help. In this comprehensive guide, we’ll walk you through the steps to...
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by Kevan Melchiorre, CFP® | Mar 29, 2024 | Insights
Investing can come with many benefits, particularly the potential for growth and income to support both sort-and long-term aspirations. With the benefits of that growth also comes the potential for taxes, which can lead to a significant burden and impact to your...
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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....
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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...
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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...
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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,...
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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...
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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...
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