Melissa Joy, CFP® and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy this summer and how to invest from here. This webinar features: Market Update for halfway Point Covid Reality A look at the US economy and stock markets 10 Things Investors Should Remember Required Disclosure: For more information about Melissa Joy …
Investments
Economic Update & Investment Outlook Webinar
Why is the market so good while the economy is so bad? Melissa Joy, CFP® and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy this summer and how to invest from here. This webinar features: • Guidelines for reopening and economic recovery • Updates on treatments and vaccines • A look at …
5 Predictions for Our Post-Coronavirus Future
It turns out pandemics wear you out. This “new normal” is starting to feel like “normal-normal”, but it’s not the day-to-day that I would choose for myself, or any of us. Countless friends and clients have lost their job or been severely impacted by shutdowns and stay at home. Pundits argue. Through all of this, …
What Should I Do with My 401k Right Now?
Retirement accounts (including 401, 403b, 457, TSA, and IRA investors) have been ravaged by coronavirus market turmoil. Now, American workers are desperate to know how to manage their 401k effectively (SOURCE: What investors search for during COVID-19, Samantha Russell). The answer is not the same for every person. Your circumstances are personal, but here are …
Financial Wellness in a Bear Market
Melissa Joy, CFP®, CDFA® and Lindsay Bryan-Podvin, Financial Therapist discuss how to keep perspective in this challenging market environment. 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 …
What Bear Markets Have Taught Me
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 …