Why is the market so good while the economy is so bad? Melissa Joy, CFP® and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy this summer and how to invest from here. This webinar features: • Guidelines for reopening and economic recovery • Updates on treatments and vaccines • A look at …
investing
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 …
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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Tax Aware Investment Strategies Webinar Recap
Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax costs when investing. Melissa Joy CFP® founder of Pearl Planning presented this 24- minute informative webinar. If you missed our webinar, no problem, we’ve got …