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.
Note: The calculation used to determine our clients’ returns 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. Investment return information is provided by Morningstar using GIPS standards.
In case you need a reason to smile.