Blog
6 Investment Themes for 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.
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Be Mindful - Cyber Crimes are on the Rise
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.
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The Election Results Are In - What’s Next?
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?
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What is the K Economy?
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?
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Are People Leaving California?
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?
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2020 Mid-Year Review
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.
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We Cut the Cord. Should You?
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.
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Which is Worse, the Sickness or the Cure?
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.
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Our Take on a Difficult Week in the Markets
As of Monday, March 2, 2020, this is our view on the coronavirus, economy and stock market.
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Key Features of Your Client Portal
Your Client Portal is a valuable asset in your financial planning toolkit. Here are some key features we shared at our recent client seminar.
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Why is the stock market going up at the end of 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?
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Keep Your Estate Plan Updated
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.
Read MoreOctober 28, 2019 - S&P 500 Nearly Makes History
The Week on Wall Street The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly...
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Independence Day for FJP
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.
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Economy and Stock Market Update - May 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: HiddenLevers.com The S&P 500 reached new all-time highs on May 3,...
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The Differences Between Bull and Bear Markets
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...
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