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 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 Kevan Melchiorre, CFP® | Jan 25, 2024 | Insights
Welcome to 2024! With the year officially underway, we are looking ahead at what risks may arise and what opportunities may present themselves along the way. For this year’s outlook, we’ve decided to shine a spotlight on the “most likely”...
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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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