We are improving our phone system. Our office number (636.527.5010) is not changing, but for a few hours during the next several days that number will not work. We are told that the downtime will only be 2 – 3 hours, but if you need to talk to our office during that time feel free to call my cell number,… Read more →
Month: January 2018
Quick Note: Two Things
“Advisers at Leading Discount Brokers Win Bonuses to Push Higher-Priced Products: At Fidelity, Schwab and TD Ameritrade, employees win extra pay and other incentives to put clients in products that are more lucrative for them, and the firm.” The headline above appeared in yesterday’s Wall Street Journal. Fidelity, Schwab, TD Ameritrade, Merrill Lynch, Edward Jones, and many of the household names… Read more →
2017 Investment Reports Are Posted
If you are an investment client of Financial Planning Associates, Inc., your preliminary 4th quarter reports have been posted in your secure web portal. Final reports will replace the preliminary reports after December inflation information becomes available. Note: The calculation used to determine our clients’ returns is called the internal rate of return. It is cash-flow-specific and net of all… Read more →