Investments

Why Elections Matter for Your Money: Video Replay with Key Insights for Investors

By Melissa Joy, CFP®, CDFA® / October 25, 2024

With the 2024 presidential weeks away, you may be wondering how the election results may impact your finances and money. This quarter’s Pearl Planning investment and economic update webinar focuses […]

Unlocking the Power of Roth IRAs with Lucy Valandra, CFP®

By Lucy Valandra / August 16, 2024

If you’re not sure what a Roth IRA is or why it’s worth considering, read on! A Roth IRA is a special type of individual retirement account that offers unique […]

Market Drawdowns in August 2024: A Guide to Managing Your Investments and Emotions

By Melissa Joy, CFP®, CDFA® / August 9, 2024

Your financial planner said there’d be days like this, and indeed, market fluctuations remind us of the inherent unpredictability of investing. As we navigate through the current market downturn in […]

2024 Summer Economic Update (Webinar)

By Melissa Joy, CFP®, CDFA® / July 12, 2024

Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® […]

2024 Spring Economic Update (Webinar)

By Melissa Joy, CFP®, CDFA® / April 24, 2024

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® explores the impact of inflation, what is happening in the market this year, and how upcoming elections may […]

Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)

By Melissa Joy, CFP®, CDFA® / March 1, 2024

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® shares practical ways to level up your investment strategy in 2024. For those who want to make […]