Preliminary first 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. US large stocks lost some of their value during the month of March. Even so, the first quarter of 2017 has been a good one for investors,… Read more →
An Excellent Last 12 Months for Investors
The past 12 months ending February 13, 2017 have been particularly good for our investors, the aggregate return being +17.34%. The calculation used to determine our clients’ aggregate return is called the internal rate of return. It is cash flow specific, and is net of all fees and expenses. It represents the average return experienced by our investors during the period. Shown… Read more →
Quick Note February 2, 2017 – Schwab Trading Costs, IRS Resources.
Schwab reduces trading costs. Many of the core holdings that we employ for the benefit of our clients are traded without commissions. However, some of the holdings that we prefer can only be traded with commissions. Schwab has now reduced their commission rate on these trades. Going forward our clients who choose electronic document delivery will pay just $6.95 to… Read more →
Quick Note Jan 24, 2017 – Investment Management Reports, New and Amazing
Final investment management reports for the fourth quarter of 2016 are now posted. Read more →
Brief Notes Regarding KBS REITs and Property and Liability Insurance Claims
At our recommendation some of our clients own non-traded real estate investment trusts (REITs) offered and managed by KBS Capital Markets Group and KBS Capital Advisors respectively. These assets have had a positive effect on the risk adjusted returns experienced by our clients who hold them and we expect that positive effect to continue. They are also illiquid assets with… Read more →