Investments

August 2019 Investment Update: Muddling Through a Temperamental Market

By Melissa Joy, CFP®, CDFA® / August 19, 2019

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 […]

US Women’s World Cup: Investing and Life Lessons

By Melissa Joy, CFP®, CDFA® / July 9, 2019

Today, the US Women’s soccer team celebrated an unprecedented back-to-back championship and their fourth world championship overall. This team captured the attention of our nation and the hearts of many. […]

accountant sitting with computer, paper, coffee and other supplies

Tax Aware Investment Strategies Webinar Recap

By Melissa Joy, CFP®, CDFA® / June 21, 2019

Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax […]

My Annual Winter Capitulation and a Lesson for Investing

By Melissa Joy, CFP®, CDFA® / March 8, 2019

Source: Google Dictionary There are some things my Texas family will never understand, and my willingness to voluntarily live through Michigan winters is one of them. I remember the first […]

Why I Don’t Predict Market Returns

By Melissa Joy, CFP®, CDFA® / March 1, 2019

Market predictions are a way of life for many investment commentators and financial advisors. If you’re looking for the same from me and Pearl Planning, you’ll likely be disappointed. The […]

5 Questions to Ask When Stocks Are Down

By Melissa Joy, CFP®, CDFA® / January 2, 2019

As of late 2018, many US stocks have dipped into bear market territory, here are five questions you should ask yourself when stocks news is gloomy. 1. Are you accumulating […]