Preliminary second quarter asset management reports for clients of Financial Planning Associates, Inc. have been posted to your secure web folders. Since we have recently changed our reporting formats it is possible that some of you may have questions, or comments. If so, please give us a call or send an email. As is always the case, we will replace… Read more →
Category: FPAI Operations
And what about “The Taper”?
Things were going along pretty well this year, until Fed chairman Bernanke indicated that he might “taper” the bond buying stimulus, causing market makers and hedge fund managers to decide to take profits. As a result, most investment assets lost value. Read more →
Schwab eDelivery
Most of our client assets are held in custody by Charles Schwab & Company, a registered broker/dealer which executes trades in our client accounts per our instructions. Schwab was one of the early discount brokers, and their $8.95 transaction fee remains quite competitive today.¹ However, the discounted fee is only available to clients who have authorized electronic document delivery. Read more →