If you are an investment client of Financial Planning Associates, Inc., your preliminary 2nd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts increased in value by an aggregate average amount of +1.06%. The portfolio with the highest return increased by +3.72% during the quarter. So far in 2019 our client accounts… Read more →
About the yield curve…
Earlier today, June 25 I observed an interview with Jim Bullard, Pres. of the Federal Reserve Bank of St. Louis. Jim is also a voting member of the Federal Open Market Committee (FOMC), the group of (mostly) economists who make policy decisions regarding our central bank. Subsequent to that I observed an interview with the current Fed chairman, Jerome Powell.… Read more →
Changes To Online Payments.
For the past three years, many of our clients have preferred to pay their personal financial planning fees using our online payment facility, which until now made use of the Amazon Pay system. Well, a few days ago the good folks at Amazon Pay suspended our account with no prior notice after deciding that “regulated financial service” companies were not… Read more →
A Good Quarter and 3D Printing.
If you are an investment client of Financial Planning Associates, Inc., your preliminary 1st quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts increased in value by an aggregate average amount of 8.17%. Our most aggressively managed portfolio increased by 14.64% during the quarter. Final reports will replace the preliminary reports after… Read more →
A Very Quick Note About Our Phone System
When someone calls our phone number (636.527.5010) they first hear an announcement about who we are, etc. As a registered investment adviser we are required to provide certain information to all callers. We have just implemented a change in our system which will be of interest to our clients, who already know the required information. So, clients, when you call… Read more →