Behavioral Investing

Learn about behaviors that can lead to investor underperformance

The Magic (Financial) Pill

The Magic (Financial) Pill

In life – no matter the decision – it is difficult to do what we need to do and easy to do what we want.  However, there is no magic pill. 

Read more
Pessimism - It Just Sounds Smarter

Pessimism - It Just Sounds Smarter

Years of experience have prepared us to guide you through your life transitions.

Read more
Since 1950 - All Our Fears Unrealized<br/>

Since 1950 - All Our Fears Unrealized

Every crisis, every catastrophe, and every unknown.

Read more
Mirror, Mirror On the Wall...2022<br/>

Mirror, Mirror On the Wall...2022

How is this fable comparable with the average equity investor?  Let me explain.

read more
A Timing and Selection Culture&#160; (and the Corleone Family)&#160;

A Timing and Selection Culture  (and the Corleone Family) 

The American investor wants to feel as though they have all the available resources at their fingertips instantaneously.

Read more
As Close As It Gets

As Close As It Gets

Do these two sets of numbers mean anything to you? 71 and 4500 / 3.37 and 200.  For many they can be a source of panic, uncertainty, or stress – driven by the financial media’s persistence to sell investors their emotions “du jour.”

Read more
Embracing Market Declines

Embracing Market Declines

Declines in the markets may be frightening to many who do not view their investments in the proper perspective.

Read more
A More Severe Virus than COVID-19

A More Severe Virus than COVID-19

Most believe the COVID-19 Virus pandemic has been devastating to our country and the world (which it has), however there has been a more severe virus lurking undetected for decades.

Read more
Mirror, Mirror on the Wall&#8230;Who&#8217;s the Fairest Investor of them All?

Mirror, Mirror on the Wall…Who’s the Fairest Investor of them All?

We are all too familiar with those childhood fables which remind us of good vs. evil, right vs. wrong, and in this case, a reality the investor may not want to face.

Read more
Financial Planning: Lessons Learned in 2020&#160;

Financial Planning: Lessons Learned in 2020 

Years of experience have prepared us to guide you through your life transitions.

Read more
The Failed Investor

The Failed Investor

First, stop listening to the soothsayers (the financial media) and making decisions based off what they are selling.

Read more
Stop Focusing on the Noise&#8211; The Knowable vs The Unknowable

Stop Focusing on the Noise– The Knowable vs The Unknowable

What I will describe is focusing on the Unknowable vs. Knowable - a key to long-term investor success.

Read More

Clients trust Melone Private Wealth’s financial planners because they provide peace of mind while protecting and growing wealth

Financial Planning for CPAs

Financial Planning for CPAs

Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning. 

Learn more
CPA Resources

CPA Resources

We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.

Learn more