A bit about the second quarter, 2014.

Preliminary second quarter asset management reports for clients of Financial Planning Associates, Inc. have been posted to your secure web folders.  Since we have recently changed our reporting formats it is possible that some of you may have questions, or comments.  If so, please give us a call or send an email.  As is always the case, we will replace your preliminary reports with final reports when consumer price index information becomes available.

It was a very good quarter for most investors, as evidenced by the table of total returns shown below.  The exchange traded funds shown here are representative of 11 of the categories that our investors typically hold.

(Table of 2nd quarter, 2014 total returns.)

Vanguard Global ex-US Real Estate (VNQI) 7.31%
iShares NASDAQ Biotechnology (IBB) 6.53%
Vanguard REIT Index (VNQ) 6.48%
iShares MSCI Emerging Markets (EEM) 5.02%
iShares Russell 1000 (IWB) 4.32%
SPDR DB Intl Govt Infl-Protected Bond (WIP) 4.14%
iShares TIPS Bond (TIP) 4.09%
WisdomTree Emerging Markets Local Debt (ELD) 4.05%
Vanguard Healthcare (VHT) 3.59%
PowerShares International Corporate Bond (PICB) 2.86%
iShares Core US Aggregate Bond (AGG) 2.11%

The new website is coming!  Well, actually it is here!  You’re looking at it.  It has taken a bit longer than expected, and some final touches remain, but major improvements have been accomplished, and we’re pleased with the result.  The emphasis going forward will be on more frequent postings by yours truly for the purpose of continuing to inform and educate our clients.

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