May 29, 2026 Edition:
Charitable Giving Using a Donor-Advised Fund, U.S. Stock Market Update, and More...!
Topics in this edition of Insights include:
- Charitable Giving Using a Donor-Advised Fund
- The U.S. Stock Market Hits New Highs in May
- New Client Survey, People 55 and Older Who are Still Working
- Next Event - Using AI with ChatGPT (Webinar)
- FJP 2026 - 2027 Event Schedule
- Enjoy the Journey - The 2026 FJP Photo Contest is Here!
Enjoy the Journey – The 2026 FJP Photo Contest is Here!
We look forward to the summer, not just for the weather, but also because it is the start of the 2026 FJP Photo Contest! The theme this year is "Capture Your Journey in Pictures!" We ask that you select just your best pictures and send them to us. Here are a few reminders when you are taking pictures to send us:
- Take your photos in Landscape orientation
- Avoid people in your photos. We want to respect everyone's privacy
- Take your photos in high resolution, 2MB or higher
- Have fun!
The 2026 FJP Photo Contest runs from Memorial Day to Labor Day. The winners will be announced at our Client Event on Tuesday, October 13 at the Moffett Field Museum. We hope you have an amazing summer!
Thank you for enjoying the journey with us! If there is anything we can to do help you, please give us a call.
Recent Editions of Insights
Clarity Through Complexity
► May 30, 3035 - Age-Proof Your Brain, Update on the Stock Market, FJP Photo Contest and More
► Apr 25, 2025 - Headlines Drive Market Volatility, Age-Proof Your Brain-Adding Decades and More
► Mar 28, 2025 - US Stock Market Update, Age-Proof Your Brain, Estate Strategies and More
► Feb 28, 2025 - Tax Season is Here, International Women's Day, Our Third Book and More
► Jan 31, 2025 - Preparations for Tax Season, Budgeting, FJP Women's Group Event and More
Exploring Our Dynamic World
►Dec 20, 2024 - Two-Factor Authentication, Tax Planning, Five Things To Do Before year End and More
► Nov 27, 2024 - Federal Deficit, Long-Term Care, 2025 Retirement Contributions, and More
► Oct 25, 2024 - New Book Release, Photo Contest, Annual Client Event & More!
► Aug 8, 2024 - Stock Market, Our Anniversary, Travel Tips & Alaska Adventure Recap, Events & More!
► Jun 28, 2024 - Financial Surprises, Events, Enjoying the Journey and More!
► May 31, 2024 - Managing Retirement Income, Travel Trends, Photo Contest and more!
► Apr 26, 2024 - 7 Lessons You Never Learn in School Replay, Markets, Tax Planning, & more!
► Mar 28, 2024 - Making Medicare Work for You, 7 Lessons, Fantastic Women & More!
► Feb 29, 2024 - Protecting Personal Information, LTC, Tax Season, Elections & More!
► Jan 26, 2024 - State of the Economy January 2024, Tax Docs, Email Guidance and More!
2023 - Catching our Stride
► Dec 22, 2023 - Happy Holidays. Let’s Make 2024 Amazing!
► Nov 22, 2023 - Happy Thanksgiving from All of Us at FJP
► Oct 27, 2023 - FJP Book Release, Medicare Enrollment Events & More
► Sep 29, 2023 - FJP News, Education, Events, Fall Football & More!
► Sep 01, 2023 - Celebrating Summer and 5 Years as FJP!
► Jun 30, 2023 - Enjoy Your Summer!
► May 26, 2023 - Capture Your Best Life
► Apr 28, 2023 - Financial Literacy, the Banks and More
► Mar 31, 2023 - March Madness Comes to the Banks
► Mar 02, 2023 - State of the Economy 2023
► Jan 27, 2023 - Ready for an Amazing 2023?
2022 - A Whole New Year & Market
► Dec 23, 2022 - FJP 2022 Reflections
► Nov 23, 2022 - How Concerned Should I Be About Inflation?
► Oct 26, 2022 - Market Moving Dates Ahead
► Sep 30, 2022 - Economic Update and More
► Aug 12, 2022 - Are Bonds Right for Me?
► Jul 01, 2022 - The U.S Stock Market is in a Bear Market. Now What?
► May 27, 2022 - Has the US Stock Market Reached the Bottom?
► Apr 29, 2022 - Is the US Residential Housing Market in a Bubble?
► Apr 01, 2022 - Rising Uncertainty Increases Market Volatility
► Feb 25, 2022 - Jobs, Inflation, Interest Rates and Ukraine
► Jan 28, 2022 - Looking Ahead to 2022
Q4 2021 - Reuniting and Reconnecting
► Dec 22, 2021 - End of Year Reminders
► Nov 24, 2021 - Reducing Taxes Before and During Retirement
► Oct 29, 2021 - Donor Advised Fund - Efficient Charitable Giving
► Oct 01, 2021 - September Weakness in the Stock Market
Q3 2021 - Getting Back Out There!
► Sep 03, 2021 - Where the Stock Market is Headed as We Say Goodbye to Summer
► Aug 05, 2021 - Taxes, Travel and Team Updates
► July 02, 2021 - Progress, Preparedness and Travel Time
Q2 2021 - New Opportunities, Travel and Variants
► June 04, 2021 - Celebrating Ingalill’s Retirement
► May 18, 2021 - Walt Disney World – Our Travel Experience
► Apr 30, 2021 - Long-Term Care – An Important Part of Family Planning
► Apr 16, 2021 - CA Prop 19 – Easier to Move Within California
► Apr 01, 2021 - Stock and Bond Markets – What a Difference a Year Makes
Q1 2021 - A New Year, Vaccines and Reopening
► Mar 19, 2021 - The US Economy at the COVID-19 One Year Anniversary
► Mar 05, 2021 - Why Are People Leaving California?
► Feb 19, 2021 - A Story of COVID-19 International Travel
► Feb 05, 2021 - What's Going on with GameStop, AMC and Reddit?
► Jan 22, 2021 - You Want to Avoid These Estate Problems!
► Jan 08, 2021 - 6 Investment Themes for 2021
Q4 2020 - Resiliency Through COVID Surge and New Holiday Celebrations
► Dec 23, 2020 - Happy Holidays!
► Dec 11, 2020 - As COVID-19 Surges, Why Does US Stock Market Hit Record Highs?
► Nov 25, 2020 - Things We Are Thankful For
► Nov 13, 2020 - The Election Results Are In - What’s Next?
► Oct 30, 2020 - What is the K Economy?
► Oct 23, 2020 - Are People Leaving California?
► Oct 16, 2020 - Bringing You Joy, Laughter and Beauty!
► Oct 09, 2020 - Will There be More Government Stimulus?
► Oct 02, 2020 - Reopening America - Balancing Health, Economy and Politics
Q3 2020 - Seeking Independence and Finding a New Normal
► Sep 25, 2020 - US Stock Market Hits All-Time High Then Pulls Back. What's Next?
► Sep 18, 2020 - Major Renovations of our Metro Plaza Office Complex
► Sep 11, 2020 - Would You Attend an NFL Football Game?
► Sep 04, 2020 - The Race to a Vaccine
► Aug 28, 2020 - Resources to Help During the Wildfires
► Aug 21, 2020 - 100th Anniversary of the Women’s Right to Vote
► Aug 14, 2020 - Local, State and National Update
► Aug 07, 2020 - Is the Economy Getting Better or Worse?
► Jul 31, 2020 - Is This a Day Trader's Paradise?
► Jul 24, 2020 - Is it Safe to go to a Theme Park?
► Jul 17, 2020 - What Are Schools Planning for This Fall?
► Jul 10, 2020 - 2020 Mid-Year Review
► Jul 03, 2020 - Celebrating Our Independence.
Q2 2020 - Flatten the Curve and Support Essential Businesses
► Jun 26, 2020 - How is the Reopening Going?
► Jun 19, 2020 - Turning Lemons into Lemonade!
► Jun 12, 2020 - What is a Shelter-in-Place Group?
► Jun 05, 2020 - Wall Street vs Main Street.
► May 29, 2020 - Is it Time to End Shelter-in-Place?
► May 22, 2020 - All 50 States Reopening.
► May 15, 2020 - A Tale of Two Economies.
► May 08, 2020 - A Real-Life Success Story.
► May 03, 2020 - Speculating About the Future.
► Apr 26, 2020 - More Testing, Money and Oil.
► Apr 19, 2020 - How and When to Open.
► Apr 12, 2020 - Saving Lives vs Saving Jobs.
► Apr 05, 2020 - Looking for Signs of Improvement.
Q1 2020 - Shelter-In-Place Begins
► Mar 30, 2020 - Balancing Health vs Economic Issues.
► Mar 23, 2020 - What's Next?