General Financial Planning Principles

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

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Quarter in Review: Strong Out of the Gates

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Quarter in Review

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

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Due Diligence

 | Each year FJY attends industry functions, conferences, and forums to better equip us to be your financial advisors. One of FJY’s differentiators is our focus on education; in addition to hiring top talent from across the country, we strive to maintain a competitive advantage through ongoing educational opportunities.

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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.

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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.

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The Euro Crisis Is Back From Vacation

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

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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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