Behavioral Investing for CPAs
Behavioral Investing
Learn about behaviors that can lead to investor underperformance

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.

Pessimism - It Just Sounds Smarter
Years of experience have prepared us to guide you through your life transitions.

Mirror, Mirror On the Wall...2022
How is this fable comparable with the average equity investor? Let me explain.

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.

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.”

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

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.

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.

Financial Planning: Lessons Learned in 2020
Years of experience have prepared us to guide you through your life transitions.

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

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

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.

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.