Sign Up for Our Insights Newsletter
See our prior editions of the Insight Newsletter and sign up to get information from a source you can trust.
In addition to getting the latest news, we will use our experience and research to give insights on why we think things are happening and what we see going on behind the scenes as well as discuss the trends that we see that could be driving the future.
We will also include timely and fun topics such as our future events, webinars and events in the San Francisco Bay Area.
2020 Mid-Year Review
In our mid-year review of the US stock market and economy. We will summarize the key points and assess where things stand today and important areas to watch for the remainder of the year.
We'll explore the S&P 500 by sector and the impact of the coronavirus, as well as the rescue of the Federal Reserve, shape of the recovery possibilities and the bull and bear perspectives.
Upon evaluation, there are many positive and negative factors to the current state of the US stock market and the economy.
There is nothing in history to compare to this pandemic, so it is difficult to extrapolate the past and current events into the future. Much of the activities of the next 6-12 months will depend on the containment of the virus.
Early Retirement & Workforce Reduction Packages
COVID-19 Resources
With the coronavirus, the news is changing daily. We work hard to stay up to date on news to understand how this could affect the economy, the stock market, and present investment opportunities.
Our COVID-19 Resources page can help you stay up to date with our curated references to government data and policies as well as our journal of emails chronicling our shared experience.
Sign Up for our eMoney Best Practice Tips
In our annual survey our clients told us they wanted to have more information on their personal Client Portal. We want you to master the portal too.
We will be sending eMoney Best Practice tips monthly to those interested.
Sign up to join our eMoney tips email distribution list.
Have questions now or need help getting access? Give Jennifer a call at 408-963-2884 and she can help you through it.
Time to Review Your Retirement Plan Contribution
It's a new year! Did you know your retirement plan contribution limits are changing in 2020?
The IRS announced that the maximum contribution limits are rising in 2020 for some retirement accounts.
- Traditional IRA annual maximum contribution limit stays at $6,000.
- 401k annual maximum contribution limit increases from $19,000 to $19,500.
- The Catch-up Provision for people 50 and over is $1,000 for IRAs and $6,500 for 401ks and other employer plans.
- The annual income limits to be eligible to contribute pretax to a Traditional IRA and post-tax to a Roth IRA also changed.
Download our Retirement Plan Contribution Chart and contact your advisor to discuss.
Enjoying the Journey Newsletter
The April 2020 edition of the Enjoying The Journey Newsletter is here! In this edition of our newsletter you will learn about:
- Stock Market Update
- How to Stay Safe from the Coronavirus
- IRS Rules Changes Due to the Coronavirus
- The CARES Act Passes into Law
- Completing the US Census
- New Events Calendar
If there is anything we can do to help you, please call at 408-963-2858, or your advisor Elaine, Scott or Linda, or anyone on the Financial Journey team directly.
View Introduction Video
Clients of Financial Journey Partners have access to a personal financial website that allows them to manage their financial accounts, budgets and plans as well as utilize the secure vault to organize important documents and share with trusted partners.
View Security Video
Cyber security a top priority for Financial Journey Partners and that’s why we employ advanced security protocols on your personal financial website to safeguard your information and provide a reliable tool our clients can trust.
