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Melissa Joy, CFP® is joined by retired financial Advisor and long-time mentor, Dan Boyce to discuss investor lessons from past recessions. With over 35 years of industry experience, Dan has many words of wisdom for investors trying to navigate the uncharted markets of COVID-19.
In this episode we will discuss
- Have a plan and stick to it
- Where will income come from in retirement
- Don’t try to predict the market
- Fear vs. Greed
Raymond James is not affiliated with Dan Boyce. All investing involves risk, including the possible loss of principal amount invested. No investment strategy can guarantee your objectives will be met. The indexes mentioned are unmanaged and cannot be invested into directly. Past performance is no guarantee of future results. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
--- Send in a voice message: https://anchor.fm/52pearls/messageThe 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...
By Melissa Joy, CFP®5
1717 ratings
Melissa Joy, CFP® is joined by retired financial Advisor and long-time mentor, Dan Boyce to discuss investor lessons from past recessions. With over 35 years of industry experience, Dan has many words of wisdom for investors trying to navigate the uncharted markets of COVID-19.
In this episode we will discuss
- Have a plan and stick to it
- Where will income come from in retirement
- Don’t try to predict the market
- Fear vs. Greed
Raymond James is not affiliated with Dan Boyce. All investing involves risk, including the possible loss of principal amount invested. No investment strategy can guarantee your objectives will be met. The indexes mentioned are unmanaged and cannot be invested into directly. Past performance is no guarantee of future results. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
--- Send in a voice message: https://anchor.fm/52pearls/messageThe 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...

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