Watch Melissa Joy, CFP®, Alexa Kane, CFP®, Hannah Near CFP®, CPA, and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy and how to invest from here. In this video we focus on topics that are top of mind in our community and address frequently asked questions and concerns. This Fall 2022 Webinar…
Summer 2022 Economic Update and Investment Outlook Webinar Replay
Watch Melissa Joy, CFP®, Alexa Kane, CFP®, Hannah Near CFP®, CPA, and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy and how to invest from here. The Summer 2022 webinar features: Current Markets Inflation Is a recession on the way? The US Economy Equity Markets Fixed Income How do we invest from…
Spring 2022 Economic Update and Investment Outlook Webinar Replay
Watch Pearl Planning financial advisors Melissa Joy, CFP®, Melissa Fradenburg, Alexa Kane, CFP® and Hannah Near, CPA, CFP® update you on the economy and how to invest from here in 2022. The Spring 2022 webinar features: A look at the US Economy and Stock Markets Geopolitical Risks Inflation Rising Rates and Fixed Income Are we…
Episode 111: ESG Investing
In this episode Melissa Fradenburg, CDFA®, talks about Environmental, Social and Governance (ESG) investing and shares clips from previous episodes featuring Chartered SRI Counselor Kalita Blessing, CFP® and Perth Tolle, founder of The Life + Liberty Freedom 100 Emerging Markets Index. In this episode you will learn more about sustainable, responsible and impact investing strategies and ways to implement…
Category: Diversity, Equity, & Inclusion , Podcast
Understanding your Restricted Stock Units (RSUs)
Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over time and allow an employee to receive shares of the company’s stock or, in some cases, a cash payout. RSUs can be a very beneficial form of compensation, but they require specific and careful tax…
Category: Tax Planning
Episode 110: Asset Allocation and Diversification with Melissa Fradenburg
Asset allocation and diversification are common investment terms, yet many investors struggle with the concepts. In this episode, Financial Advisor Melissa Fradenburg, CDFA®️, will break down the concept of diversification. What does it mean to be diversified among asset classes and how can that help in times of market volatility? Resources: Learn more about Pearl Planning. Read blog 5…