Investments

Market fluctuations in real estate investment

Keep Your Portfolio Strong Through Market Fluctuations

By Melissa Joy, CFP®, CDFA® / December 16, 2024

Fluctuations are inevitable in real estate 📈 It’s an unpredictable market! HOW you manage them can make all the difference between success and struggle.🎯 In this episode of the Women’s […]

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Importance of Feedback in Short-Term Rental Success

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

Receiving feedback on your short-term rental property can be tricky. 😓 It’s tough not to take it personally. Many of us skim past the positive and get too focused on […]

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Your Journey to Short-Term Real Estate Investing

By Melissa Joy, CFP®, CDFA® / December 2, 2024

Thinking about investing in short-term rental property? It can feel daunting when you’re starting out. 😳 It’s a complicated and sometimes confusing world to navigate! You might hesitate because you’re […]

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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 […]

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Unlocking the power of Roth IRAs with Lucy Valandra, CFP

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 […]

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Market Drawdowns in August 2024: a guide to managing your investments and emotions

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 […]

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