Investments
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 […]
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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 […]
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Coronavirus concerns have ended the 11-year bull market. This 20-minute video covers what we know right now about the market with actionable steps for response. The information contained in this […]
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Our November webinar focused on Inheritance. We covered topics including: What is an inheritance? Statistics on inheritance and maintenance of funds Strategies to increase savings and financial results after an […]
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Our October webinar focused on Year-End Financial Planning. The presentation covered topics including investment review, retirement savings & Roth conversions, tax review, and charitable gift decisions. Melissa Joy CFP® founder […]
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August 2019 Investment Update: Muddling Through a Temperamental Market A record-setting start to the year has been abruptly halted by trade turmoil and an inflection point for bonds and interest […]
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