Blog

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.

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

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.

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.

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.

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.

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.

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

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.

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?

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?

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?

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.

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.

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.

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

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

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?

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.

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.

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: HiddenLevers.com The S&P 500 reached new all-time highs on May 3,...

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...