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 →
Category: Financial Planning
Quick Note January 8 2017
Clients and regular readers of this blog know that I believe that knowledge (“tecknowledgey”) is accelerating. As we collectively learn more and more about our world, new life-improving possibilities come into view virtually every day. (Sort of a pun there.) Some are truly life changing, some less so, but significant just the same. I would take just a few minutes of your… Read more →
2017, A New Year Begins!
Well, here we are at the beginning of another new year! Yay! If you haven’t scheduled your 2017 personal financial planning appointment yet, let me suggest that you do so now. Just click this “Schedule 2017 PFP Appointment” link and follow the prompts to choose a convenient date and time. “Winging it” is easy, but usually does not lead to… Read more →
Safer Cars and Less Safe Pensions.
First a bit about safer cars. If you have read my blog posts you know that I expect transportation to change dramatically during the next 5 to10 years. I expect costs to be substantially reduced. I have mentioned the Uber effect. I have mentioned my niece in Chicago who uses Uber to get around town. I was with her recently, and she… Read more →
Second Quarter 2016: It Was Better Than You Think.
Our investors were rewarded this quarter with positive returns. Every one. The average total return was about 2%. Domestic inflation for the quarter is not yet known, but is expected to be around .5%. FPAI clients, your second quarter preliminary asset management reports have been posted to your secure web portals. Who is Mary Barra? She is the CEO and… Read more →