Category: Financial Planning

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 aggregate 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… Read more →

IM Reports, Dementia

If you are an investment client of Financial Planning Associates, Inc., your preliminary 2nd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts increased in value by an aggregate average amount of +1.06%. The portfolio with the highest return increased by +3.72% during the quarter. So far in 2019 our client accounts… Read more →

Just A Few Things.

If you are an investment client of Financial Planning Associates, Inc., your preliminary 3rd quarter reports have been posted in your secure web portal. During the quarter our clients’ investment accounts increased in value by an aggregate average amount of 2.35%. Our most aggressively managed portfolio increased by 9.22% during the quarter. The average increase during the past 12 months… Read more →

Healthcare, Blockchain, Quarterlies, and More.

Our financial planning clients know that one of the great concerns during financial independence (retirement) is the uncertainty regarding healthcare costs. In fact, for the past twenty years or so we have modeled healthcare costs using a 6% annual inflation rate, twice the general rate of 3%. I still recommend this, however, there is the possibility that new technologies can… Read more →