Tenet’s 2022 Financial Market & Economic Outlook
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...
Tenet’s Top 10 New Year Planning Tips
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,...
Beyond The Balance Sheet: The Value Of Your Future Earnings
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...
December 2021 | Tenet’s Monthly Investment Commentary
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...
Personalizing Your Philanthropic Goals With DAFS & QCDS
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...
As The Year Ends, Your Tax Planning Begins
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...