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 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® | Aug 29, 2023 | Insights
Are you looking to optimize your investment portfolio and maximize your returns? Look no further! In this article, we will explore five asset allocation strategies that can help you achieve your financial goals. Successful investors understand the importance of...
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