September 1, 2023 Edition: Celebrating Summer and 5 Years as FJP!
Topics in this edition of Insights include:
- 5th Anniversary for Financial Journey Partners!
- Mid-Year Economic Update – Webinar Recap
- 2023 FJP Photo Contest – Enter Through Labor Day
- FJP Event Schedule for 2023 & First Half of 2024
- Enjoy the Journey – Visiting with Family and Friends
Enjoying the Journey – Visiting with Family and Friends
Summer is a great time to get out and enjoy time with family and friends. Linda created this beautiful charcuterie platter to share at her summer gathering.
Our clients have told us great stories of places they traveled this summer, both within the US and overseas. We heard stories of people cruising in Alaska and the Caribbean and land trips to Branson, Nashville, Lake Tahoe, Half Moon Bay, Tahoe, Palm Springs, San Diego, Montana, Wisconsin, Mexico, Norway, Greece, Azores, and Cape Town to name a few! Elaine and Scott also completed a bucket list trip on a cruise that visited Spain and Portugal.
Time spent exploring these grand locations, cooking a meal together with family or simply sharing an abundant appetizer tray with friends in your backyard is enjoying the journey.
We've collected some summer fun options on our Enjoy the Journey page. Many are local to our San Jose location so please consider them as examples and research similar options where you live.
Recent Editions of Insights
► 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?
► 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?