Our investors have done well!

Our investors continue to gain on inflation! During the third quarter of 2017 our investors’ portfolios, in the aggregate have increased in value by 4.12%. The average annualized return for our investors during the past 5 years has been +5.31%. The precise rate of inflation during the past 5 years is not yet known, but a good estimate would be about… Read more →

Our Investments Have Grown Faster Than Inflation!

We’re gaining on inflation! Two months into third quarter of 2017 our investors’ portfolios have gained 2.30%. The aggregate annualized return for our investors during the past 5 years has been +5.29%. Inflation during the past 5 years has averaged 1.25%. Thus, our investors’ portfolios, generally have returned more than 4 times the rate of inflation. Note: The calculation used to… Read more →

Service. We provide it.

Service. It’s what we do. We serve our clients. We provide information. Good information. Knowledge. Insight. That sort of stuff. And we take care of needs and problems, including the mundane, routine tasks necessary to serve our clients well. As a rule Jayne and I are more or less always available to quickly assist our clients and provide good service.… Read more →

2nd Quarter 2017 Investment Reports Are Posted.

Preliminary second quarter investment management reports for clients of Financial Planning Associates, Inc. have now been posted in secure online client folders. Final reports will be posted when consumer price index information becomes available. The second quarter of 2017 has been a good one for our investors, the aggregate return being +2.25%, which includes all of our investment clients, from… Read more →