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.

  • Fiduciary Duty
  • Paul Meloan
  • 4 Min Read

Your retirement took a beating today

New fiduciary rule won't eliminate abusive practices
  • Basic Training
  • Paul Meloan
  • 4 Min Read

How not to get cheated

Protect yourself at all times. It's not hard. Here's how.
  • Basic Training
  • Paul Meloan
  • 4 Min Read

The price of inaction

When we do nothing the outcome is often inevitable, and painful
  • Basic Training
  • Paul Meloan
  • 3 Min Read

Simple, not easy

What limits our ability to get what we seek?
  • Mindfulness
  • Paul Meloan
  • 4 Min Read

On being rich

The choice to live richly is entirely up to you.
  • Evidence-Based Investing
  • Paul Meloan
  • 3 Min Read

The business we’ve chosen.

It's not personal. It's strictly business.
  • Evidence-Based Investing
  • Paul Meloan
  • 2 Min Read

As January goes…..

What does investment performance in January tell us about the rest of the year? Not much.
  • Family
  • Paul Meloan
  • 4 Min Read

The estate tax numbers (2016 version)

Estate taxes used to be a big deal to affluent families. Now, not so much.
  • Basic Training
  • Paul Meloan
  • 3 Min Read

First steps

Start a financial plan that works without you thinking about it.
  • Evidence-Based Investing
  • Paul Meloan
  • 2 Min Read

No one knows anything (historical edition)

Many people think Wall St analysts have some idea where the market will go. They don't.