Investments

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 […]

2023 Year-End Planning Webinar

By Alexa Kane, CFP®, CDFA® / November 10, 2023

Watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important […]

Is Social Security a Good Investment?

By Toni Wander, CPA, CFP®️, CIMA®, CSRIC® / September 25, 2023

Years ago, I had a client, Chris, who asked me whether Social Security was a good retirement investment vehicle, or if he should invest the cash instead. Chris was self-employed […]

Not My First Debt-Ceiling Rodeo

By Melissa Joy, CFP®, CDFA® / May 25, 2023

How to Manage Your Finances in the Face of Uncertainty What is the debt ceiling and how does it impact you today? The United States hit the current $31.4 trillion […]