Category: FPAI Operations

Regarding FPAI operations.

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 →

Two Very Quick Notes

#1. If you use the Microsoft Edge browser, and if you have installed the most recent Microsoft software updates you may now be unable to access your secure client (Morningstar) portal. We are aware of this problem and are searching for a fix. In the meantime, we suggest you use the (Google) Chrome browser, which is not affected. If you… Read more →

3rd Quarter Investment Results and More.

If you are an investment client of Financial Planning Associates, Inc., your preliminary 3rd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts changed in value by an average amount of -0.70%. The portfolio with the highest return increased by +2.22% during the quarter. Final reports will replace the preliminary reports after… Read more →