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Insights Newsletter

Insights Newsletter

Access the latest news, events, articles, announcements and past newsletter archives

Upcoming Events

Upcoming Events

Register for our upcoming events and invite your family and friends to join in!

Timely Financial Topics

Timely Financial Topics

Read our blog articles on timely wealth management topics and areas of interest

Contact Our Team

Contact Our Team

Contact your Wealth Manager or anyone on the FJP team. We love hearing from you!

NEW!  RSVP for new event  on 8/17 for Mid-Year Economic Update Webinar at 5:00 PM

The US Stock Market is in a Bear Market. Now What?

The US Stock Market is in a Bear Market. Now What?

The US stock market and bond markets have both continued their downward trends, that started in the beginning of 2022. The US Stock Market, as measured by the S&P 500 is now down more than 20% and meets the definition of a Bear Market. The Nasdaq is down even more, and the bond market also continues to fall. It is the worst start to the US stock and bond markets in decades.

In this article we take a closer look at the markets and what is causing this significant sell off in stocks and bonds.

Be sure to contact your Wealth Manager to discuss any questions you have on your unique financial position.

Materials Available from Part 2 of our Strategies for Aging Family Members Webinar Series

Materials Available from Part 2 of our Strategies for Aging Family Members Webinar Series

We have been working with many of you who have aging family members. Part 2 of our series focused on the role of a Professional Fiduciary and finding the right care solutions for aging family members.

We invited experts in these areas to share their knowledge in the second installment of our two-part Strategies for Aging Family Members Webinar Series. The material is now available for you to review and share!

You can both Part 1 and Part 2 materials here.

TIP:  Using your client portal vault to store estate and other key documents is a good practice for families. Give Jennifer a call at 408-963-2884, and she can help you take advantage of this feature in your client portal.

Master the Client Portal with Best Practice Tips

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Client Portal Resources

The resources on the is page will help you learn how to get the most out of your Client Portal. You can also select Help in the upper right of the home page of your portal for additional resources.

Efficient Use of the Client Portal Webinar

Efficient Use of the Client Portal Webinar

View our recorded webinar where we address areas to gain Client Portal efficiency

Key Takeaways:

  • Bookmark
  • When to use Client Portal vs
  • Use the Vault for personal & shared docs
  • Set up Vault access to Tax Professional and Estate Attorney
  • Connect accounts and track your spending
  • Categorize your transactions including custom subcategories
  • Help has lots of resources or call Jennifer

A Guide To Getting Started - A step by step guide to get started with a login to your site.

Best Practices - Best Practices for using your Client Portal.

Connecting Accounts - Steps to add accounts to your Client Portal. Manage account connections with the NEW Connections Dashboard!

Investments - See account values, asset allocation and market news.

Stay Aware with Alerts - Use alerts to notify you of important dates, reminders and account and investment changes.

Interactive Cash-Flow Planning - The Decision Center will help you plan your financial future.

Spending - Track your spending and create a budget, all in one place.

Vault - A secure digital document storage repository.

Mobile Client Site - Access your Client Portal from an icon on your smart phone.

Security - Learn about the advanced security features and protocols to keep your data safe and private.

Screen Sharing - Use screen sharing with your advisor when meeting remotely.

Client Portal FAQs - Answers to frequently asked questions.

Client Portal Tips Archive - Reference our top tips in our archive.