Second quarter investment management reports are now posted. It was a very good quarter for our investors. During the first half of 2021 all of our investment clients experienced positive growth. New clients should click the link below to view the path to the data, including the overview information and the quarterly reports which are located under the documents link.… Read more →
Author: Carl Goodin
Technology…is great when it works.
A recent upgrade to our Morningstar Office application has caused some client portal documents to become unreadable. The Morningstar tech team is aware of this problem and is working to correct it. Read more →
Just One Very Quick Note.
Our clients’ 1st quarter investment reports have been posted. Calendar quarter reports are posted under the Documents tab. You can also view your floating period returns daily by selecting the Client Account Login Overview tab from www.fpai.net. See example below. Read more →
IM Fees Reduced Again! And More!
“Actuaries are now projecting people entering the workforce could live 125 years…some demographers say the baby who will live to 200 years old is already born”. With increased longevity the need for planning – early and often – is vital. Read more →
A Quick Warning!
There is wonderful news this morning that an effective COVID-19 vaccine may be available early next year. We all look forward to resuming life as it was before the virus limited our options and changed our routines. We all are suffering COVID fatigue. However, there will now be a tendency to relax our vigilance. The vaccine will become available for… Read more →