Webinar Recap: Virtual Meditation Transforming Fear into Freedom

Woman meditating with a lake and mountains in the background

In a time of uncertainty, self-care is critical. This guided meditation uses the RAIN method to focus on anxiety and turn fear into freedom.   Any opinions are those of Melissa Joy and not necessarily those of Raymond James. Please note, changes in tax laws may occur at any time and could have a substantial…

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Now is the right time for a financial plan

Businesswoman holding and putting lightbulb on coins stack on table for saving energy and money concept

I can’t tell you how often I talk to people who know they want financial planning but are waiting until the perfect moment to get started. Now, with a new bear market and massive economic uncertainty, people are doubling down on that intention. I know I need to work on my finances…soon, just not now….

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Financial Wellness in a Bear Market

Hand flipping wooden cubes for change wording" Panic " to " Calm". Mindset is important for human development

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…

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What Bear Markets Have Taught Me

brown bear in the woods

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 strain green

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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2020 Travel Planning

old suitcase with a camera on top

Melissa Joy sat down with Beth Johnston from Orenda Travel to discuss 2020 travel trends. We cover destinations, budgeting, planning, multi-generational travel, and some of our favorite themes. Our video is ready for you to listen to on-demand at your leisure as you dream of where you’ll go next. Here’s a breakdown of the conversation: [00:01]…

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