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September to Remember

A September to Remember?

Rebounding economic growth, record high equity market prices, and low volatility were hallmarks of this summer’s market activity. But as summer comes to a close, there is no shortage of potential ...
Travel Safety with COVID-19

International Women’s Day

In honor of International Women’s Day, we recently hosted a thirty-minute webinar about the travel industry and what you can expect as a traveler.  Mary Miller, President of Middleton Travel, ...
YouTube Screenshot of Sheryl Stephens with Pearl Planning Melissa Joy

2020 Year End Tax and Financial Planning Replay

2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun. ...

2020 Medicare: What You Need to Know

In this episode of Pearl Planning’s 52 Pearls Weekly Money Wisdom Podcast, Melissa Joy, CFP®, and Joanne Giardini- Russell, founder of Giardini Medicare will discuss planning strategies that ...
coronavirus pamphlet on a table

Coronavirus Webinar Presentation 10-5-20

Quarterly Coordinates: fourth quarter 2020 outlook, the road to recovery. From Raymond James, Lawrence V. Adam III, CFA, CIMA, CFP, Chief Investment Officer. ...

"Leave Nothing To Chance."


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