Thursday, 25 February 2021
ESG investing continues to trend upward, and this “virtuous cycle” is causing major changes from big companies - some of which may surprise you.
By Jay Pluimer, AIF® CIMA®
Thursday, 17 December 2020
COVID-19 vaccines are now being deployed in the United States, and they may mean the resolution of the health crisis in 2021 - along with market gains and a stronger economy.
Hosted by Melissa Joy, CFP®, CDFA®
Wednesday, 16 December 2020
Kathy Longo recently sat down with Melissa Joy, CFP®, president of Pearl Planning and host of the Pearl Planning Podcast to discuss the role emotions can play in financial decisions.
By Jay Pluimer, AIF® CIMA®
Thursday, 10 December 2020
The energy sector represented nearly one-third of the S&P index in the 1980s, but now it is less than 2% and 2020 may be a decisive turning point for energy sector stocks.
By Jay Pluimer, AIF® CIMA®
Thursday, 03 December 2020
Small caps, which are public companies with market capitalizations under $2 billion, are up 23% in October and November due to a combination of three factors.
