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…

An Excellent Last 12 Months for Investors

The past 12 months ending February 13, 2017 have been particularly good for our investors,…

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…

Quick Note Jan 24, 2017 – Investment Management Reports, New and Amazing

Final investment management reports for the fourth quarter of 2016 are now posted.

Brief Notes Regarding KBS REITs and Property and Liability Insurance Claims

At our recommendation some of our clients own non-traded real estate investment trusts (REITs) offered…

Quick Note January 8 2017

Clients and regular readers of this blog know that I believe that knowledge (“tecknowledgey”) is accelerating.…

2017, A New Year Begins!

Well, here we are at the beginning of another new year! Yay! If you haven’t…

Inflation, Interest Rates, Capital Losses and Thanksgiving

Some of our clients will notice that we have sold some of their bond positions…

Third Quarter 2016: Another Good Quarter

Our asset management clients all experienced investment gains during the 3rd quarter, the average being…