Melissa Joy, CFP®, CDFA®Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744. 8031 Main St. Suite 302 Dexter, MI 48130 pearlplan.com/about/team/melissa-joy
Dexter
Now is the right time for a financial plan
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. …
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 …