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 →
Category: FPAI Operations
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 aggregate 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… Read more →
We live in interesting, dangerous times.
Many of our client relationships go back decades, the longest goes back to the mid-1980s. Therefore, some of our clients have heard this recurring theme from yours truly a time or two before. Yet, I will state it again because I think it is important. We live in interesting, and dangerous times. Interesting and dangerous because we humans are gaining… Read more →
A Very Quick Note About fpai.net.
A few days ago a technical error caused the FPAI.net firewall to disconnect the website Extended Validation SSL security certificate. As a result, if you attempted to connect to our site you may have encountered an error message instead of seeing the normal landing page. The problem has now been identified and the basic SSL security certificate has been applied.… Read more →