Service. It’s what we do. We serve our clients. We provide information. Good information. Knowledge. Insight. That sort of stuff. And we take care of needs and problems, including the mundane, routine tasks necessary to serve our clients well. As a rule Jayne and I are more or less always available to quickly assist our clients and provide good service.… Read more →
Category: FPAI Operations
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 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 →
Quick Note Jan 24, 2017 – Investment Management Reports, New and Amazing
Final investment management reports for the fourth quarter of 2016 are now posted. Read more →
Inflation, Interest Rates, Capital Losses and Thanksgiving
Some of our clients will notice that we have sold some of their bond positions in their IRA accounts. This is in anticipation that inflation, and interest rates will likely be increasing some during the next several years. Also, some of our clients will notice that we have sold some of their positions in taxable accounts. This is to realize certain capital… Read more →
Third Quarter 2016: Another Good Quarter
Our asset management clients all experienced investment gains during the 3rd quarter, the average being +3.62%. In all cases, we have maintained a substantial portion of the portfolios in low risk investment classes, like TIPS, short duration bonds and cash, because we continue to fear a substantial downturn, even as we have enjoyed a good year so far. The average return… Read more →