Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Click here to watch our Spring 2023 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP®, Jay Fradenburg, AIF® and Hannah Near, CPA, CFP®, Pearl Planning financial advisors, update you on the economy and how to invest in 2023. This webinar features: – A look at the US Economy – Stock Market – Fed …
Spring 2023 Economic Update & Investment Outlook WebinarRead More
Why do people try to time the market? One reason is that they want to avoid losses during a recession. But the reality is that it’s very difficult to time the market effectively. In this episode, Melissa Fradenburg, CDFA®️, AIF® discusses whether it’s a wise investment strategy to time the market during a recession. We’ll look at …
Episode 164: Why Timing the Market During a Recession Can Hurt Your Investment ReturnsRead More
In this episode we share a replay of A Word On Wealth Podcast, hosted by Sherri Stephens, President and CEO of Stephens Wealth Management Group, with guest Melissa Joy, founder and President of Pearl Planning. Together they discuss the “ins and outs” of purchasing a second home. Thinking about becoming a snowbird? Not sure where to start? Take a …
Episode 160: Considerations When Buying a Second Home with Sherri StephensRead More
Are you nervous about the recent bank failures? Bank failures are not a common occurrence, but they can have a significant impact on the economy and on individuals who have invested their money in those institutions. It’s important to understand the reasons behind bank failures and how they can affect you. In this episode Melissa …
Episode 159: Bank Failures: Understanding the Causes and Consequences with Melissa JoyRead More
It’s that time of year to reset and focus on your investment mindset for 2023 and how to be successful next year and over the long term. Today we are joined by Charlotte Geletka, CFP, ®, Financial Literacy Advocate and managing partner at Silver Penny Financial Planning in Atlanta, Georgia. Melissa Joy, CFP, ® and …
Episode 149: Investment Mindset for 2023 with Charlotte GeletkaRead More
Are you ready to end the year strong? With just 7 weeks left in 2022, Melissa Joy, CFP, ® and Melissa Fradenburg, CDFA, ® discuss year end financial planning. It’s important to organize your financial “to-do’s” and set intentions going into the new year. In this episode we will cover taxes, retirement contribution deadlines, Roth …
