by Kevan Melchiorre, CFP® | Dec 10, 2025 | Insights, Investment Commentary
The stock market appears poised to achieve double-digit gains for the sixth time in seven years. Apart from the inflation-induced decline of 2022, this impressive run has placed numerous investors in favorable financial circumstances. There’s a common saying...
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by Kevan Melchiorre, CFP® | Nov 6, 2025 | Insights
Artificial intelligence (AI) has dominated financial headlines this year, propelling markets to new highs and sparking a familiar question among investors: Are we in another bubble, similar to the dot-com era? It’s a fair question—and one worth exploring seriously....
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by Kevan Melchiorre, CFP® | May 8, 2025 | Insights
Financial success in investing often comes down to patience, discipline, and maintaining a long-term perspective. Warren Buffett, the “Oracle of Omaha,” has exemplified these principles throughout his illustrious five-decade tenure as Berkshire...
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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® | Aug 5, 2024 | Insights
To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small caps and other sectors. Following the latest jobs report, however, global stocks...
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