Michael Joyce Describes How to Maintain Your Lifestyle in Retirement
Michael Joyce wrote an article that was published online by Virginia Business yesterday that addresses maintaining your lifestyle in retirement. The article begins with a quote from George Foreman and ends with the reassurance that you can relax and enjoy your retirement years. To see what Michael says in the middle, click here.
Lisa Strohm and Marilee Falco Offer Opinion about Women as Financial Advisors
JoycePayne Partners’ female financial advisors – Lisa DeStein Strohm and Marilee Falco – authored an opinion piece that was published in Lehigh Valley Business on August 31, 2015. They believe that being a financial advisor is well-suited for women, and they want women to understand that the job is both intellectually stimulating and interpersonally gratifying. To read the entire article, click here.
Michael Joyce Comments on Recent Market Turmoil
Richmond Times-Dispatch interviewed Michael Joyce for an article regarding recent market turbulence. Michael agreed with other local financial advisers – not participating in the selloff is the best course of action for long-term investors. To read the entire article, please click here.
Michael Joyce Quoted in Reuters on Market Sell Off
Reuters published a mid-day update on August 24, 2015 regarding the market sell off and possible intra-day comeback. Michael Joyce was interviewed for the article. He noted that many institutional investors are seeing the sell off as a buying opportunity. To read the entire article, click here.
Marilee Falco Writes About Security While on Vacation
Marilee Falco authored an article that was published in Lehigh Valley Business on July 27, 2015 regarding personal financial security measures everyone should take while on vacation. The article, which includes tips on everything from credit cards to cell phones to photo backups, highlights that even when you’re on vacation you need to be thinking about protecting your assets. To read the entire article, click here.
Michael Joyce Quoted on Rising Interest Rates
Michael Joyce was quoted in the August issue of Virginia Business in an article on rising interest rates and the effect on banks. Michael mentions banks have done a good job up to this point of diversifying their assets. To read the complete article, please click here.
Michael Joyce Comments on China and Greece
Michael Joyce was recently quoted in a Reuters update on U.S. stocks. Michael gives his thoughts about China and Greece and what impact each will have on the global economy. To read the entire article, click here.
Jack Payne Describes Risk Management Tactics
Jack Payne recently wrote for Lehigh Valley Business about Portfolio Risk Management: Mitigating Volatility’s Impact. In the article, Jack defines volatility as compared to risk and offers suggestions on how to deal with both aspects of your portfolio. To read the entire article, click here.
Michael Joyce Writes About a Market Paradox
Richmond Times-Dispatch published an opinion piece by Michael Joyce titled “Market paradox: consumers thrive while business frets.” In the op/ed, Michael discusses how it is that investment markets are performing very well so far this year, while GDP growth has been “anemic.” To read the thought-provoking article, click here.
JoycePayne Partners Announces Arrival of Financial Strategist
JoycePayne Partners announces that Carrie Fellon, CFP®, CRPS, has joined the firm as a Financial Strategist in the firm’s Bethlehem, Pa. office. Ms. Fellon has worked with clients on financial planning and strategy since 2004 and was previously the President of Life Stage Financial Solutions and a Financial Planner at Legacy Planning Partners in Allentown, Pa.
“Providing our clients with personalized and objective financial management strategies is at the core of who we are as a firm,” said Michael Joyce, CFA, CFP®, President of JoycePayne Partners. “Carrie has a proven track-record of doing just that and will be a great asset to our clients and team in Pennsylvania.”
Ms. Fellon is a Certified Financial Planner™ and Chartered Retirement Plans Specialist. She has over 12 years of experience working with clients on developing holistic financial plans, interviewing clients and working with them to implement their plan, and researching and recommending investment strategies. Additionally, Ms. Fellon is an adjunct faculty member at Northampton Community College in Bethlehem where she teaches personal finance classes on college planning and Social Security maximization strategies. She is a graduate of Centenary College in Hackettstown, New Jersey.
“I am so thrilled to be joining JoycePayne Partners,” said Ms. Fellon. “For over 20 years, the firm has been a leader in the financial planning industry in the Lehigh Valley and I am really looking forward to the opportunity to serve our clients.”
Richmond Times-Dispatch Quotes Michael Joyce
Richmond Times-Dispatch quoted Michael Joyce in an article published on September 24, 2016 titled “New rules cause rippling effect in retirement planning industry.” The article, addressing the new Department of Labor rules around advising retirement accounts, quotes various local industry experts for their take on the rule. Michael said, “I don’t think you can go wrong acting in the best interest of clients.” To read other thoughts from Michael and the rest of the article, click here.
Michael Joyce Quoted on Second Quarter Performance
Michael Joyce was recently quoted in a Richmond Times-Dispatch article about second quarter gains for Richmond-based companies. Michael commented on the broader economy, noting “Some sectors like utility stocks have had negative returns this year even though they did great last year.” To read the entire article, click here.
JoycePayne Partners Named to FT300
JoycePayne Partners is proud to announce that we have been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.
This is the second annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials, online accessibility, and compliance records.
As always, thank you to our clients and friends who place such trust in our firm. We couldn’t be one of the top independent RIA firms in the country without you. So thank you for entrusting us with your financial lives!
To see the complete FT300 list, click here.
Michael Joyce Offers Tips for Funding Your Retirement
Michael Joyce authored an article for Lehigh Valley Business that was published June 8, 2015. The article, titled “Tips for funding the lifestyle you want in retirement,” reviews steps you should take to maximize your retirement savings. To read Michael’s specific suggestions, please click here.
Michael Joyce Explains Benefits of Proposed DOL Rule
Michael Joyce authored an article for Lehigh Valley Business that was published on Monday, May 25, 2015 regarding a proposed rule from the U.S. Department of Labor. In the article, Michael explains the proposed changes, which relate to retirement plans. The proposed rule mandates added clarity in fee disclosure and a higher ethical standard for all advisors to retirement plans. To read the article, please click here.
Michael Joyce Writes About Tax-Efficient Investment Strategies
Lehigh Valley Business published an article written by Michael Joyce on April 20, 2015 about tax-efficient investment strategies. Michael suggests looking at your investment portfolio at this time of year to evaluate if it is as tax-efficient as possible. He also mentions a few tax-saving mechanisms you could consider. To read the entire article, please click here.
Michael Joyce Appears on Virginia This Morning
Michael Joyce appeared on the morning talk show Virginia This Morning on Friday, April 3. He spoke with one of the show’s anchors about the cost of retirement plans and how to find out what you are actually paying for your plan. To see the interview, please click here.
Michael Joyce Reacts to Expansion of Fiduciary Definition
Michael Joyce was quoted in Richmond Times-Dispatch in an article published February 23, 2015 about the proposed changes to the definition of fiduciary. President Obama announced on Monday a proposal for tougher standards on advisers to retirement plans, effectively expanding the list of advisers held to the strict “fiduciary standard.” Michael supports the changes and in the article describes who will be covered under the expanded definition. Currently, registered investment advisers are held to the fiduciary standard. Other common advisers, to retirement plans, such as brokers and insurance agents, are only required to meet a “suitability” standard. Those other advisers will soon be held to the stricter standard when advising retirement plans.
Jack Payne Quoted in Article on Career Transitions
Jack Payne was quoted in an article published by Lehigh Valley Business on February 16, 2015 titled “Switching careers? Let’s talk finances, and not just salary.” The article discusses what you should keep in mind as you look for a new job or career. Jack mentions that people have different priorities, so it’s good to understand why a change is being made, in order to make other decisions appropriately. To read the entire article, please click here.
Michael Joyce Comments on the Affordable Care Act
Michael Joyce was quoted in Richmond Times-Dispatch on Sunday, February 1 about how the Affordable Care Act is affecting tax filings. To read the article and Michael’s thoughts, please click here.