Clients of Financial Planning Associates, Inc., your 3rd quarter investment management reports are posted to your secure portal. Important milestones: Attached is a listing of certain important milestones for your reference. Coming soon: News and comments about human longevity, infinite/quantum computing, future transportation, equity indexed CDs and more! Read more →
Category: FPAI Operations
Good News, and Bad News.
The good news: The recently reported problem with Morningstar client web portal uploads has been fixed. The bad news: Documents uploaded between June 16 and July 2 are not recoverable. If you uploaded documents to your web portal during the period in question, please re-upload those documents. We feel bad about this inconvenience. Therefore, the next time a Mister Softy… Read more →
Technology…is great when it works.
A recent upgrade to our Morningstar Office application has caused some client portal documents to become unreadable. The Morningstar tech team is aware of this problem and is working to correct it. Read more →
Just One Very Quick Note.
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 →
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 →