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 …
Grosse Pointe financial advisor
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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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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Make Good Decisions With Your Inheritance: Webinar Recap
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 inheritance Next steps to ensure you have an appropriate game plan Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If …
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Health & Wealth
Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In this conversation, we discuss the three keys to fierce ownership: sleep, time, and worth. This is available on demand and shareable with friends or family. If you missed our webinar, no problem, we’ve got a …