Paul Meloan – Vested Interest

Paul Meloan is the co-founder and co-managing member of Aegis Wealth Management, LLC, in Bethesda, Maryland USA. Before Aegis Paul was a practicing attorney as well as working in the tax practice of Ernst & Young, LLP.

  • Taxes
  • Paul Meloan
  • 4 Min Read

Where are we now?

What will happen with taxes? Your guess is as good as Mitch McConnell's
  • Fiduciary Duty
  • Paul Meloan
  • 3 Min Read

The Fiduciary Pledge

Does your advisor pledge to serve your best interests all of the time?
  • Taxes
  • Paul Meloan
  • 8 Min Read

GOP 2017 Tax Plan: Winners & Losers

It's Christmas morning for rich people in America, and look what's under the tree! Tax cuts
  • Advisor Role
  • Paul Meloan
  • 4 Min Read

Over-managed and under-advised

What does the size of a firm's assets under management tell you about what they do? Not much.
  • Evidence-Based Investing
  • Paul Meloan
  • 3 Min Read

Investing with humility

Being a good investor means knowing when to eat a little humble pie.
  • Advisor Role
  • Paul Meloan
  • 3 Min Read

The Producers

Who pays your advisor?
  • Basic Training
  • Paul Meloan
  • 2 Min Read

Scammers gonna scam

Few rules in finance work all of the time, but here’s one: if someone you don’t know calls...
  • Evidence-Based Investing
  • Paul Meloan
  • 3 Min Read

No one knows anything (2016 election edition)

The presidential election was certainly a political shock to the nation and may very well have powerful...
  • Risk
  • Paul Meloan
  • 3 Min Read

The latest shock to the system

So that happened. We’ve had a political shock in our country in the last 12 hours that few...
  • Basic Training
  • Paul Meloan
  • 4 Min Read

Year end planning: you have 60 days left!

The end of the year always presents some 'use it or lose it' opportunities.