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The Pearl Planning Blog
The Iran War and Your Portfolio – How to Navigate 2026 Headwinds
How to Navigate 2026 Headwinds The news is heavy, and we understand if you’re feeling the weight of it and pressure to change your investment strategy. Between the onset of […]
Why Elections Matter for Your Money: Video Replay with Key Insights for Investors
With the 2024 presidential weeks away, you may be wondering how the election results may impact your finances and money. This quarter’s Pearl Planning investment and economic update webinar focuses […]
Unlocking the Power of Roth IRAs with Lucy Valandra, CFP®
If you’re not sure what a Roth IRA is or why it’s worth considering, read on! A Roth IRA is a special type of individual retirement account that offers unique […]
Market Drawdowns in August 2024: A Guide to Managing Your Investments and Emotions
Your financial planner said there’d be days like this, and indeed, market fluctuations remind us of the inherent unpredictability of investing. As we navigate through the current market downturn in […]
2024 Summer Economic Update (Webinar)
Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® […]
2024 Spring Economic Update (Webinar)
In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® explores the impact of inflation, what is happening in the market this year, and how upcoming elections may […]
Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)
In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® shares practical ways to level up your investment strategy in 2024. For those who want to make […]