“…Asset based compensation for psychological counseling…” Read more →
Author: Carl Goodin
Important News For Our Investment Clients
Investment management fees have been reduced! Effective January 1st of this year we reduced our fee for clients with aggregate account values of $1.5 million or more under our care. Beginning July 1st we anticipate fee reductions for clients with $500,000 or more under our care. We are able to do this by continuing to adopt and use new technologies… Read more →
Investment Reports and Two Warnings.
If you are an investment client of Financial Planning Associates, Inc., your preliminary 4th quarter reports have been posted to your secure web portal. During 2019 our clients’ investment accounts changed in value by an average amount of +14.12%. The portfolio with the highest return increased by +47.16% during the year. Final reports will replace the preliminary reports after inflation information becomes… Read more →
Two Very Quick Notes
#1. If you use the Microsoft Edge browser, and if you have installed the most recent Microsoft software updates you may now be unable to access your secure client (Morningstar) portal. We are aware of this problem and are searching for a fix. In the meantime, we suggest you use the (Google) Chrome browser, which is not affected. If you… Read more →
3rd Quarter Investment Results and More.
If you are an investment client of Financial Planning Associates, Inc., your preliminary 3rd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts changed in value by an average amount of -0.70%. The portfolio with the highest return increased by +2.22% during the quarter. Final reports will replace the preliminary reports after… Read more →