Month: March 2020

Managing your money through uncertainty

Managing Your Money Through Uncertainty

By Melissa Joy, CFP®, CDFA® / March 31, 2020

In the age of Covid-19, financial realities are warped and a triage mentality may be necessary. How can you deal with financial uncertainty? This webinar will help you understand. Additional […]

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brown bear in the woods

What Bear Markets Have Taught Me

By Melissa Joy, CFP®, CDFA® / March 13, 2020

Mama said there’d be days like this, and I do feel fortunate to have seen a few of them. We officially entered bear market territory today following the coronavirus pandemic […]

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coronavirus strain green

Coronavirus Correction: What Investors Need to Know

By Melissa Joy, CFP®, CDFA® / March 12, 2020

Coronavirus concerns have ended the 11-year bull market. This 20-minute video covers what we know right now about the market with actionable steps for response. The information contained in this […]

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