Episode 174: Exploring Investment Assumptions: Real Estate vs. Stock & Bond Investing

Women's Money Wisdom

English - June 27, 2023 10:00 - 20 minutes - 14.2 MB - ★★★★★ - 11 ratings
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Previous Episode: Episode 173: Rediscovering Yourself and Finding Balance in Motherhood with Carmie Buhalis

Next Episode: Episode 175:Financial Planning Discussions for Couples

Ever wondered why real estate investments can feel more comfortable and confident than securities investing? Melissa Joy dives deep into biases surrounding real estate and investing in stocks and bonds. She shares her observations from conversations with clients as well as her own experience in real estate vs investment returns of various indices over time. Melissa unpacks the reasons behind these assumptions and sheds light on the broader discussion about investments in general.

Resources:

Learn more about Melissa Joy, CFP. ® and Pearl Planning .Read Take Control of Your Finances in 2023: 10 Actionable Tips for a Secure and Prosperous New Year.Listen to Episode 162: More Than Money with Melissa Joy, CFP®.Register for our Summer Economic Update and Investment Outlook Webinar.

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. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Pearl Planning account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Pearl Planning accounts; and, (3) a description of each comparative benchmark/index is available upon request.

Data Sources: Capital Group, RIMES, Standard & Poor's.