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:

• Pearl Planning Summer Investment & Economic Update
• US Women’s Soccer Team Completes Turnaround for Gold
• Last place marathoner gets first-class Olympic moment
• USA Rugby receives transformative gift
• USA Women won more than half of team’s medals

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 disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.