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Joe Shearer, CPFA

Joe Shearer, CPFA

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Join date: Mar 26, 2025

Posts (13)

Dec 11, 20253 min
Stock Market Insights: Staying the course paid off; now the focus turns to 2026
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management.   This year my family and I spent Thanksgiving a little differently; we traded turkey and cold weather in the Midwest for sunshine and sand in Cancun. It was our first time traveling out of the country for the holiday, and stepping into a new setting offered some welcomed perspective. Much like markets this year, the experience reminded me that change can be healthy, and sometimes staying patient through a...

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Nov 20, 20253 min
Stock Market Insights: When the trail narrows, why valuations matter for investors
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management.   Several summers ago, I hiked to the summit of Mount Bierstadt in Colorado—one of the state’s more popular fourteeners. The climb up was challenging yet straightforward: a wide trail, a steady pace and clear footing. But the real adventure came next. From Bierstadt’s peak, I crossed the narrow “Sawtooth” ridge that connects to Mount Evans.   The Sawtooth isn’t for the faint of heart. On one side, the...

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Oct 16, 20253 min
Stock Market Insights: Gold at record highs - why investors are looking beyond the dollar
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management.   When the world feels uncertain — inflation high, government debt ballooning, central banks under pressure — investors tend to look beyond the dollar for a safety net. Gold, the age-old hedge, often leads that retreat. But to understand why, you must see them not as speculative gambles, but as symptoms of a deeper impulse: the urge to preserve value when faith in paper money wavers.   Gold’s reputation...

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