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 …
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Coronavirus Correction: What Investors Need to Know
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 video is as of 3/10/2020. On March 9, the US stock market as measured by the S&P 500 experienced its 7th worst market trading day …
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Overcoming Financial Anxiety: Webinar Recap
Melissa Joy recently sat down with Lindsay Bryan-Podvin, MSW to discuss the emerging field of financial therapy. 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 Anxiety Solution: …
Why the New Little Women Offers Great Financial Lessons for Your Daughters
Yesterday, on New Year’s Day, my six-year-old daughter, Josie, told me her New Year’s Resolution: to have a summer lemonade stand. “I’m going to make my family rich,” she said. As a financial planner, we talk about money relatively openly in my house. And recently, I’ve heard Josie start to explore the concept of wealth, …
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New Year, New You— Maybe Not?
In 2020 we’re entering not only a new year but a new decade. It’s the perfect time to hit the reset button and change old habits that haven’t been serving you well. I can’t count how many times I’ve made the New Year’s resolution to lose weight only to give up by mid-February. While reflecting …
4 Tips on Holiday Budgeting for a Less Stressful New Year
Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping on credit cards or save up months in advance, you should have an overall budget number in mind. The bonus to planning is you …
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