“You can get so confused that you’ll start in to race…and grind on for miles across weirdish wild space, headed, I fear, toward a most useless place. The Waiting Place.” – Dr. Seuss. When our children were young, we often read books by Dr. Seuss to them. Hop on Pop, The Sleep Book, Fox in Socks, and Oh, the Places… Read more →
Category: FPAI Operations
ARKK and Jayne’s Knees Are Doing Better
My Jayne has suffered with arthritic knees for the past several years. Last July she engaged Dr. William Schroer, a specialist in joint reconstruction and replacement surgery to fix her left knee. The good doctor and his team did a wonderful job, and a few days ago they also fixed her right knee. Soon she will again be able to… Read more →
A Very Quick Note, Oct 4 2021
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 →
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 →