Financial Planning

Quarter in Review: First-Half Report Card: Mixed Gains

Posted in Financial Planning |

Quarter in Review: Strong Out of the Gates

Posted in Financial Planning |

Quarter in Review

 | It seems like every quarter we find ourselves saying the same thing: what a difference a quarter makes!

Posted in Financial Planning, News & Events, Resources |

FJY and Discretion

 | As many of our clients are already aware, FJY is currently taking steps to move toward sharing discretion on investment portfolios with our clients.

Posted in Financial Planning, News & Events, Resources |

How To Raise Financially Savvy Kids

 | With bagged lunches and crisp clean notebooks, kids everywhere are heading back to school to brush up on their math, English and geography skills. One lesson they won’t get in the classroom, however, is arguably one of the most important for their future success: How to smartly and responsibly handle money. That is a course we leave to parents, who do not get a lesson plan.

Posted in Financial Planning, News & Events, Resources |

The Euro Crisis Is Back From Vacation

 | An excellent recap of what may come next with the Euro-Zone Crisis

Posted in Financial Planning, News & Events, Resources |

Quarter in Review

 | For those who watch the investment markets, the first half of 2012 was a strange and somewhat harrowing experience. The first four months of the year saw U.S. stocks zoom upward by almost 10 percentage points, building on one of the best January performances in history. Then came May, when U.S. equity markets gave back more than 6% of their value. June was a muddle – until the final day of the month, when the S&P 500 gained back 2.49% in a single trading day and essentially saved the quarter from being considered a total disaster. If there is a lesson here – and the markets are always teaching us new ones – it is that the drops, and the rises, take us by surprise, and are almost impossible to predict.

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More Colleges Adding Financial Planner Programs

 | The growth in the number of colleges that offer financial planning as a major is giving financial advisers who are looking for new hires a lot to cheer about. The number of colleges that have registered with the Certified Financial Planner Board of Standards Inc. to offer approved planning programs has grown to 130, up 20% from two years ago, and dozens more schools are in the process of registering, said Charles Chaffin, manager of academic programs at the CFP Board.

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