by Kevan Melchiorre, CFP® | Mar 26, 2024 | Investment Commentary
The stock market rally has briefly paused as investors weigh the timing of the first Fed rate cut this cycle. So far this year, the S&P 500 has achieved 16 new all-time highs amid steady economic growth, improving inflation, and the ongoing rally in tech stocks....
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by Kevan Melchiorre, CFP® | Mar 19, 2024 | Investment Commentary
Markets continue to be driven by artificial intelligence stocks and the timing of the Fed’s first rate cut. Beyond the day-to-day swings, these drivers reflect important trends in innovation, productivity, and the health of the economy. They are also the result...
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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 Kevan Melchiorre, CFP® | Jan 25, 2024 | Insights
Assess your cash flow (income vs. expenses). Take a deep dive into your total income vs. expenses for last year and ask yourself: (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? ...
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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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