Broker Check


Friday, October 1, 2021

The economy had U.S. companies reporting strong earnings for the second quarter of 2021. So why has the US stock market been pulling back the last few weeks? We look at concerns, positive factors, and the history of September returns.

Monday, September 20, 2021

Medicare is an important part of your retirement strategy but it doesn't have to be complicated with the right information. View our Medicare 101 Webinar replay on-demand with our Medicare expert guest speaker Joanne Giardini.

Friday, September 3, 2021

We are seeing more and more scams coming through email and cell phones, to us and to our clients. It reminds us that we need to be vigilant daily, because one wrong click can lead to devastating consequences.

Tuesday, August 3, 2021

Are 2021 Federal Tax Increases Inevitable? We explore recent proposals, learning from a conference for CPAs and the complexity of Special Tax Rules. Tax planning is essential View our webinar: Reducing Taxes Before & During Retirement.

Thursday, July 29, 2021

What are those letters and words are at the end of the name of a mutual fund? Learn more about the share classes for mutual funds and how our Wealth Managers pick mutual funds at Financial Journey Partners.

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Thursday, July 22, 2021

You can't prevent a natural disaster but you can prepare for one. Our recorded Emergency Preparedness Webinar gives you the tools to plan and survive. Our thanks to Quake Kare for sharing their expertise.

Thursday, June 3, 2021

We work hard every day to help our clients reach their goals, including retiring, and take great pleasure in helping our employees retire too! Thanks for everything Ingalill – and we wish you a very happy and healthy retirement!

Tuesday, May 18, 2021

We just experienced air travel and an adventure at Florida's Walt Disney World Resort! .We share our learning and 8 tips to make your trip easier. It feels like a good time to shake off the COVID resistance to travel and get back out there!

Friday, April 30, 2021

LTC policies can be a financial lifeline to a family to afford support they need without the worry of burdening family. Learn where long-term care insurance stands today - whether you own it already or are considering purchasing LTC.

Wednesday, April 14, 2021

Where to? With the passage of CA Prop 19, all 58 counties are now in view as possible locations for the Over 55, with a more affordable property tax. Learn how to calculate your new CA Proposition 19 options.

Wednesday, March 31, 2021

Since March of 2020, the U.S. stock market dropped about 34% on the fears and uncertainty of a worsening pandemic and later recovered to all-time highs, a massive stimulus and increasing risk to prevent overheating.

Friday, March 19, 2021

Are you optimistic at the one-year mark of the COVID-19 journey? Explore our views on the state of the economy and our outlook for rest of the year.

Thursday, March 11, 2021

Put your FJP Client Portal to work for you. View our recorded webinar where we address areas to gain Client Portal efficiency.

Tuesday, February 23, 2021

Since we live in Northern California in the middle of Silicon Valley, we have a first-hand account of why people are leaving the Golden State. There is a lot to love but growing reasons for people and businesses to pack their bags to leave.

Thursday, February 18, 2021

Would you travel internationally during the pandemic? Caring for family members who are ill can make traveling essential, even in times like this. Read our FJP Advisor's story and learn from her international pandemic travel takeaways.

Thursday, February 4, 2021

GameStop, AMC and other low-priced stocks that have made explosive moves up and down recently causing major wins and major loss. What's going on? We'll discuss the market volatility and potential forces at play such as the stimulus.

Friday, January 22, 2021

Avoid these two significant estate problems to make things easier for those you care about, not harder. A little energy now can go a long way for your peace of mind and the security of your family.

Friday, January 8, 2021

The pandemic in 2020 accelerated some trends that were already in place and started some new trends. What investments will benefit? See the 6 themes for 2021 that we see on the horizon.

Friday, January 8, 2021

New year, new financial goals. See our checklist of 6 goals to consider for 2021 to make the year a success.

Wednesday, November 25, 2020

Cyber criminals are noticing we are spending more time at home with emails and online. Phishing emails and cyber crimes are on the rise. Learn how you can spot a cyber crime designed to part you from your money.

Friday, November 13, 2020

The 2020 elections are historic. A divided government is expected. If Joe Biden becomes the next President and the Republicans keep the majority in the Senate, what Biden policies are likely to be possible and what are unlikely?

Thursday, October 29, 2020

A K-shaped, recovery means that part of the economy is improving while other parts of the economy are struggling. Are we having a K shaped recovery? If so shat are the trends for the strong and weak parts of the economy?

Thursday, October 15, 2020

Large companies are announcing plans to leave California and we've observed that more Californians are making individual plans to leave. Is this a long-term trend? If so where are Californians moving to and why?

Wednesday, July 15, 2020

A 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.

Thursday, April 9, 2020

Have you noticed you've been adding TV and movie services one after another? This cost can really add up. We took up the challenge to see if we could cut the cord and increase our entertainment options and possibly save money.

Sunday, March 15, 2020

The Coronavirus has impacted the world much more than previous diseases. Having said that, we do believe sometime later in the year, life should return to normal and the Coronavirus concerns will have subsided.

Monday, March 2, 2020

As of Monday, March 2, 2020, this is our view on the coronavirus, economy and stock market.

Thursday, February 6, 2020

Your Client Portal is a valuable asset in your financial planning toolkit. Here are some key features we shared at our recent client seminar.

Friday, December 27, 2019

What factors are contributing to the recent stock market rally? Could it be increasing earnings of US companies, growth in the US GDP, political factors or actions by the Federal Reserve?

Wednesday, October 30, 2019

An estate plan that was carefully and thoughtfully created over time may have elements that are no longer appropriate. A small amount of time spent to keep it updated can save your family and heirs a lot of time and heartbreak later.

Tuesday, July 2, 2019

On July 4th, Independence Day, we reflect on the meaning of the day and our founding fathers who bet everything to strive for freedom and independence.

Friday, May 31, 2019

Here is an update on our views on the US economy, stock market and changes we have made to client portfolios in the past month. Figure 1. S&P 500 Total ReturnSource: The S&P 500 reached new all-time highs on May 3,...

Wednesday, January 23, 2019

Financial markets work through cycles that are upward and are downward, just as the economy goes through such cycles varying from strong to weak. When a financial market as a whole, or as a group of securities has been rising, this is...