Insights Blog
Charting the Course
Jun 19, 2023 // Adam Bruderly
Although many perceive financial planning to revolve around attaining a specific dollar amount or devising the ideal financial formula for retirement, it is actually a much more comprehensive process at Journey. Our approach is about designing a comprehensive, holistic blueprint that takes into account your financial security along with your physical and mental well-being. Incorporating your family, interests, and a vision for your life that transcends your portfolio and market returns. It’s about crafting a plan that encompasses your purpose, passions, aspirations, and fosters joy and fulfillment beyond the balance in your investment account.
Whether it involves fulfilling or building your first bucket list, embarking on that trip of a lifetime, or trying new hobbies and experiences, or taking some time away from your career. We truly believe that these types of aspirations serve as the fundamental foundation for a fulfilling and happy life.
How can we help you plan your next adventure?
Four Pillar Friday
Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.
Navigating the "One Big, Beautiful Bill": Key Tax Proposals and Your Financial Future
Washington is abuzz over the newly passed “One Big, Beautiful Bill” Act—a sweeping House tax package that could reshape how Americans earn, save, and transfer wealth.
Mid-Quarter Market Commentary
Markets don't move in straight lines—and April was a vivid reminder. A resurgence of volatility rattled both stocks and bonds, with tariff tensions, lofty equity valuations, and shifting Fed expectations fueling uncertainty. Yet amid the noise, long-term fundamentals remain intact. At Journey Wealth, we believe these moments reinforce—not challenge—the value of a well-diversified portfolio grounded in your personal financial goals. From the resilience of international markets to the renewed attractiveness of fixed income, this month’s recap unpacks what’s driving market dynamics—and how thoughtful planning can help you stay on course through whatever comes next.