Our clients’ 1st quarter investment reports have been posted. Calendar quarter reports are posted under the Documents tab. You can also view your floating period returns daily by selecting the Client Account Login Overview tab from www.fpai.net. See example below. Read more →
Category: FPAI Operations
IM Fees Reduced Again! And More!
“Actuaries are now projecting people entering the workforce could live 125 years…some demographers say the baby who will live to 200 years old is already born”. With increased longevity the need for planning – early and often – is vital. Read more →
Quick Note Regarding RMDs
RMDs waived for traditional IRA owners. Read more →
Important News For Our Investment Clients!
Investment management fees have been reduced! Our strategy has always been to offer better than average value to our clients. 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 will reduce our fee for all clients with $500,000 or more under… Read more →
What now?
First, please know that even though I have posted more frequently of late it is not my plan to write every day. I’m sure your inbox has plenty to require your attention. But, I do want to answer some questions here. Question: Should we be “all in” now, as some have suggested? Answer: Only if you desire to speculate. Investors,… Read more →