Many of our client relationships go back decades, the longest goes back to the mid-1980s. Therefore, some of our clients have heard this recurring theme from yours truly a time or two before. Yet, I will state it again because I think it is important. We live in interesting, and dangerous times. Interesting and dangerous because we humans are gaining… Read more →
Category: FPAI Operations
A Very Quick Note About fpai.net.
A few days ago a technical error caused the FPAI.net firewall to disconnect the website Extended Validation SSL security certificate. As a result, if you attempted to connect to our site you may have encountered an error message instead of seeing the normal landing page. The problem has now been identified and the basic SSL security certificate has been applied.… Read more →
Changes To Online Payments.
For the past three years, many of our clients have preferred to pay their personal financial planning fees using our online payment facility, which until now made use of the Amazon Pay system. Well, a few days ago the good folks at Amazon Pay suspended our account with no prior notice after deciding that “regulated financial service” companies were not… Read more →
A Very Quick Note About Our Phone System
When someone calls our phone number (636.527.5010) they first hear an announcement about who we are, etc. As a registered investment adviser we are required to provide certain information to all callers. We have just implemented a change in our system which will be of interest to our clients, who already know the required information. So, clients, when you call… Read more →
Warning: Scams abound.
Warning: Scams abound. This is a quick note to remind you that these are perilous times. There are phone scams, email scams, phishing scams, tax scams, website hijacking scams, etc., etc., the list goes on. Why do you care? Because the scammers are getting cleverer, and the potential cost of being scammed is great. So, we are including a few… Read more →