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 and related economic circumstances. Notably, this is the third bear market of my 21-year financial services career. As I collected my thoughts and talking points…
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 video is as of 3/10/2020. On March 9, the US stock market as measured by the S&P 500 experienced its 7th worst market trading day…
Melissa Joy sat down with Beth Johnston from Orenda Travel to discuss 2020 travel trends. We cover destinations, budgeting, planning, multi-generational travel, and some of our favorite themes. Our video is ready for you to listen to on-demand at your leisure as you dream of where you’ll go next. Here’s a breakdown of the conversation: [00:01]…
Melissa Joy recently sat down with Lindsay Bryan-Podvin, MSW to discuss the emerging field of financial therapy. Lindsay is the state of Michigan’s first financial therapist. In addition to her practice helping high-earning couples, especially those with breadwinner women, in two to one therapy, Lindsay is publishing a book on financial anxiety (Financial Anxiety Solution:…
Yesterday, on New Year’s Day, my six-year-old daughter, Josie, told me her New Year’s Resolution: to have a summer lemonade stand. “I’m going to make my family rich,” she said. As a financial planner, we talk about money relatively openly in my house. And recently, I’ve heard Josie start to explore the concept of wealth,…
In 2020 we’re entering not only a new year but a new decade. It’s the perfect time to hit the reset button and change old habits that haven’t been serving you well. I can’t count how many times I’ve made the New Year’s resolution to lose weight only to give up by mid-February. While reflecting…