Service. It’s what we do. We serve our clients. We provide information. Good information. Knowledge. Insight. That sort of stuff. And we take care of needs and problems, including the mundane, routine tasks necessary to serve our clients well. As a rule Jayne and I are more or less always available to quickly assist our clients and provide good service.… Read more →
Author: Carl Goodin
2nd Quarter 2017 Investment Reports Are Posted.
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… Read more →
It’s Been A Good 8.5 Years For US Investors.
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. 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 fees and expenses.… Read more →
An Excellent Last 12 Months for Investors
The past 12 months ending February 13, 2017, have been particularly good for our investors. Investors’ IM reports are posted. The calculation used to determine our clients’ returns is called the internal rate of return. It is cash-flow-specific and net of all fees and expenses. It represents the average return our investors experienced during the period. Shown below are the… 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 →