Category: FPAI Operations

Regarding FPAI operations.

A Note About Inflation

A note about inflation. For quite a few years now, some experts have predicted great inflation due to the easy money policies of the Fed since the Great Recession. For example, Larry Kudlow, President Trump’s recently appointed Director of the National Economic Council said the following in response to a question during an interview published in Townhall.com on May 5,… Read more →

Quick Note: Two Things

“Advisers at Leading Discount Brokers Win Bonuses to Push Higher-Priced Products: At Fidelity, Schwab and TD Ameritrade, employees win extra pay and other incentives to put clients in products that are more lucrative for them, and the firm.”  The headline above appeared in yesterday’s Wall Street Journal. Fidelity, Schwab, TD Ameritrade, Merrill Lynch, Edward Jones, and many of the household names… Read more →

2017 Investment Reports Are Posted

If you are an investment client of Financial Planning Associates, Inc., your preliminary 4th quarter reports have been posted in your secure web portal. In 2017 our clients’ investments increased in value by an aggregate average amount of +13.55%. The average increase in the 4th quarter was +3.10%. Final reports will replace the preliminary reports after December inflation information becomes… Read more →

The 2009 Bull Market Continues!

The 2009 Bull Market Continues! In early 2009, following the 2008 global credit crisis the US stock market began an upward movement which has continued without significant interruption. (See graphic below.) Of course, one question that is on the minds of many investors now is, “Can this continue?” I can answer that question. The answer is, “Yes, it can. But… Read more →