Broker Check

July 1, 2022 Edition:
The U.S Stock Market is in a Bear Market. Now What?

Topics in this edition of Insights include:

  • The U.S Stock Market is in a Bear Market. Now What? See Blog
  • Elaine Recognized as 2022 Women of Influence of Silicon Valley!
  • Introducing Tian Chiu – Our 2022 Summer Intern!
  • Strategies for Aging Family Members Webinar Materials Now Available
  • Save the Dates for our Upcoming Events!
  • 2022 FJP Photo Contest – Explore New Places!
  • Happy 4th of July 

Ready for the Challenges and Optimistic

It is now officially summer, and the days have been getting shorter, so take advantage of the opportunities to enjoy the journey while we keep watch on your investments through current challenging market conditions. We are currently defensive with client portfolios, but we are watching daily for opportunities to invest.

Summer is in full swing and this weekend we celebrate Independence Day for America on the 4th of July. We hope you can spend time with family and friends on this fun holiday weekend.  Remember to make time for those you care for and to enjoy the journey. We would love to see the photos you take along the way!  

Q4 2021 - Reuniting and Reconnecting

Q4 2021 - Reuniting and Reconnecting

Q3 2021 - Getting Back Out There!

Q3 2021 - Getting Back Out There!

Q1 2021 - A New Year, Vaccines and Reopening

Q1 2021 - A New Year, Vaccines and Reopening

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Our Shared Journey - Insights Newsletter Archives

Q4 2020 - Resiliency Through COVID Surge and New Holiday Celebrations

Q4 2020 - Resiliency Through COVID Surge and New Holiday Celebrations

Q3 2020 - Seeking Independence and Finding a New Normal

Q3 2020 - Seeking Independence and Finding a New Normal

Q2 2020 - Flatten the Curve and Support Essential Businesses

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

Q1 2020 - Shelter-In-Place Begins

 Mar 30, 2020  -  Balancing Health vs Economic Issues.
 Mar 23, 2020  -  What's Next?