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Contenido proporcionado por Melissa Joy, CFP® and Melissa Joy. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Melissa Joy, CFP® and Melissa Joy o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Episode 233: Olympic Lessons for Investors

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Manage episode 435183312 series 3390556
Contenido proporcionado por Melissa Joy, CFP® and Melissa Joy. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Melissa Joy, CFP® and Melissa Joy o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Summer is winding down, and there is a lot to unpack from the past few months. All the medals have been awarded and as we step off the podium and look towards fall we can’t forget some key takeaways.

In the episode, Melissa Joy, CFP®, CDFA® reflects on the summer of 2024, discussing the stock market volatility and the lessons she learned from the Olympics.

She emphasizes the importance of maintaining a positive outlook and not catastrophizing, drawing parallels between the Olympics and investing.

Melissa also highlights the need for diversification in portfolios and the celebration of access and women's participation in both sports and the economy. Listen in and share this episode.

Key Takeaways:

  • Reminder to diversify your investment portfolio to include different types of assets and investments.
  • Celebrate access and women's participation in sports and the economy.
  • Stay vigilant against fraud and conduct due diligence when making investment decisions.
  • Be open to learning from real-life examples, such as the Olympics, and applying those lessons to investing.

Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and d

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Capíttulos

1. Episode 233: Olympic Lessons for Investors (00:00:00)

2. Lessons From Olympics and Market Volatility (00:00:02)

3. The Power of Positivity in Investing (00:09:47)

241 episodios

Artwork
iconCompartir
 
Manage episode 435183312 series 3390556
Contenido proporcionado por Melissa Joy, CFP® and Melissa Joy. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Melissa Joy, CFP® and Melissa Joy o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Summer is winding down, and there is a lot to unpack from the past few months. All the medals have been awarded and as we step off the podium and look towards fall we can’t forget some key takeaways.

In the episode, Melissa Joy, CFP®, CDFA® reflects on the summer of 2024, discussing the stock market volatility and the lessons she learned from the Olympics.

She emphasizes the importance of maintaining a positive outlook and not catastrophizing, drawing parallels between the Olympics and investing.

Melissa also highlights the need for diversification in portfolios and the celebration of access and women's participation in both sports and the economy. Listen in and share this episode.

Key Takeaways:

  • Reminder to diversify your investment portfolio to include different types of assets and investments.
  • Celebrate access and women's participation in sports and the economy.
  • Stay vigilant against fraud and conduct due diligence when making investment decisions.
  • Be open to learning from real-life examples, such as the Olympics, and applying those lessons to investing.

Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and d

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Capíttulos

1. Episode 233: Olympic Lessons for Investors (00:00:00)

2. Lessons From Olympics and Market Volatility (00:00:02)

3. The Power of Positivity in Investing (00:09:47)

241 episodios

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