Average Stock in 2021 / Top Heavy Market? / New Year’s Meal

Happy New Year! PP&W’s dynamic duo of Chris & Jesse offer thoughts on the average stock in 2021 (hint: the INDEX defied the AVERAGE), counter views on the Market’s top-heaviness, and a little food for thought on New Year’s Traditions. Thanks for tuning in! #ProfessionalPlanningandWealth, #PPWGreenville, #CFPPro, #FinancialPlanning, #FinancialWellness, #RetirementReadiness, #AsAccordingtoPlan, #YeahTHATGreenville, #CertifiedFinancialPlanner

Random Gleanings: Omicron / Rate Hikes, / Analyst Forecasts

The PP&W team finds some encouraging data on Omicron, offers some perspective on markets from past Fed Rate Hikes, and Chris asks Jesse to make a 2022 market prediction as they touch on the 2022 S&P Forecasts from some of the biggest brokerage firms (it’s all over the map, as you might expect). Share your…

Random Gleanings: Inflation / Forward Looking Returns / Make a Plan

PP&W is back with some more Random Gleanings. This time Jesse & Chris address the big inflation number released (12/10/21), Vanguard’s forward looking returns and the ramifications, and the idea that both of these topics point to the idea of creating a personal/household plan. Check it out. Share it with a friend, and subscribe for…

Q4 Market Update

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Random Gleanings: Volatility / Planning / Powell

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

Random Gleanings: Bubbles, Inflation & Gas Prices (oh my!)

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

RG COVID Crash 12 Months Later

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

Random Gleanings, Episode 3

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…

2020 12 07 RG4

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.

Random Gleanings: 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…