Check out the new Random Gleanings – December 2021 – where Chris and Jesse from Professional Planning and Wealth tackle the topics that are in the news and on your minds. #ProfessionalPlanningandWealth, #PPWGreenville, #CFPPro, #FinancialPlanning, #FinancialWellness, #RetirementReadiness, #AsAccordingtoPlan, #YeahTHATGreenville, #CertifiedFinancialPlanner
Bubbles, Inflation, and Gas Prices… Check out the new Random Gleanings – November 2021 – where Chris and Jesse from Professional Planning and Wealth tackle the topics that are in the news and on your minds. #ProfessionalPlanningandWealth, #PPWGreenville, #CFPPro, #FinancialPlanning, #FinancialWellness, #RetirementReadiness, #AsAccordingtoPlan, #YeahTHATGreenville, #CertifiedFinancialPlanner
We crossed a major anniversary this week – the bottom of the COVID market correction on March 23,2020. In this edition of Random Gleanings, Jesse and Chris discuss what we gleaned (see what we did there?), and our thoughts about the next twelve months. #ProfessionalPlanningandWealth, #PPWGreenville, #CFPPro, #FinancialPlanning, #FinancialWellness, #RetirementReadiness, #AsAccordingtoPlan, #YeahTHATGreenville, #CertifiedFinancialPlanner
Investors report that the 2020 Election is the number one thing keeping them up at night. If you’ve found yourself getting restless with election related market worries, Jesse & Chris help to ease those concerns with some market stats and data (past performance is no guarantee of future results). And if market stats put you…
The PP&W team catch clients up on their recent move to a permanent office space on South Pleasantburg and provide a market update touching on stimulus and vaccine optimism.
Our latest Chartisphere* gave some historical examples of five 6 month time frames that look quite similar to the last 6 months we’ve just experienced. We came away from the Chartisphere research feeling pretty optimistic, and in this Random Gleanings we provide a few more reasons we remain positive. * – Read the latest Chartisphere…
“It was the best of times, it was the worst of times…” Charles Dickens wrote this famous passage in 1859, yet the sentiment is as fresh as ever as you look at the divergence between stocks in 2020. A Tale of Two Cities? Absolutely! #ProfessionalPlanningandWealth, #PPWGreenville, #CFPPro, #FinancialPlanning, #FinancialWellness, #RetirementReadiness, #AsAccordingtoPlan, #YeahTHATGreenville, #CertifiedFinancialPlanner
What would history teach us about investing when Democrats take over Washington? Short Selling, Short Squeezes, Hedgefunds & Robinhood… Stop! GameSTOP! Did the 2020 Recession end the Secular Bull Market that started in 2009? Clearly not. So, what do we do with a late stage Bull Market?
Headlines of inflation, another housing bubble (?), and increased capital gains taxes certainly grab our attention. The team at PP&W offer some more context for these headlines in this “Supply & Demand” edition of Random Gleanings. Enjoy! #ProfessionalPlanningandWealth, #PPWGreenville, #CFPPro, #FinancialPlanning, #FinancialWellness, #RetirementReadiness, #AsAccordingtoPlan, #YeahTHATGreenville, #CertifiedFinancialPlanner
