My sweet mother, Eunice Goodin passed on from this life yesterday. Therefore, I would ask that our clients understand if we are a bit slow to respond to service requests during the next few days. Thank you. – Carl Read more →
Category: FPAI Operations
Equity Investments Vs. Inflation!
What should we assume? In modeling cash flows, we typically assume that investment returns during retirement will average about twice the rate of general inflation and be about equal to the rate for healthcare expenses. Of course, specific results will vary based on many factors. It is important that our clients review and adjust their cash flow “pictures” with us… Read more →
Service. We provide it.
Service. It’s what we do. We serve our clients. We provide information. Good information. Knowledge. Insight. That sort of stuff. And we take care of needs and problems, including the mundane, routine tasks necessary to serve our clients well. As a rule Jayne and I are more or less always available to quickly assist our clients and provide good service.… Read more →
Quick Note February 2, 2017 – Schwab Trading Costs, IRS Resources.
Schwab reduces trading costs. Many of the core holdings that we employ for the benefit of our clients are traded without commissions. However, some of the holdings that we prefer can only be traded with commissions. Schwab has now reduced their commission rate on these trades. Going forward our clients who choose electronic document delivery will pay just $6.95 to… Read more →
Quick Note Jan 24, 2017 – Investment Management Reports, New and Amazing
Final investment management reports for the fourth quarter of 2016 are now posted. Read more →