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 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 Kevan Melchiorre, CFP® | Dec 10, 2023 | Featured In The News
Article originally appeared in Dental Economics, the world’s leading print and digital practice management journal for the dental profession. Click here to access to the full article. DEALING WITH A HIGH TAX BURDEN can be a common challenge and headache among...
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by Kevan Melchiorre, CFP® | Nov 12, 2023 | Insights
Are you a physician looking to optimize your financial success? Transitioning from medical school to a lucrative career can be challenging, but with the right guidance, you can thrive financially. In this article, we explore how financial advisors can help physicians...
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by Kyle Wetters, CFP® | Oct 3, 2023 | Insights
In the world of marriage, love and commitment are the pillars that hold a relationship together. However, when it comes to handling money matters, even the strongest unions can be tested. Financial stress is a common cause of tension and conflict between partners, and...
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