Category: Investing

Regarding investing.

IM Reports, Dementia

If you are an investment client of Financial Planning Associates, Inc., your preliminary 2nd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts increased in value by an aggregate average amount of +1.06%. The portfolio with the highest return increased by +3.72% during the quarter. So far in 2019 our client accounts… Read more →

About the yield curve…

Earlier today, June 25 I observed an interview with Jim Bullard, Pres. of the Federal Reserve Bank of St. Louis. Jim is also a voting member of the Federal Open Market Committee (FOMC), the group of (mostly) economists who make policy decisions regarding our central bank. Subsequent to that I observed an interview with the current Fed chairman, Jerome Powell.… Read more →

A Good Quarter and 3D Printing.

If you are an investment client of Financial Planning Associates, Inc., your preliminary 1st quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts increased in value by an aggregate average amount of 8.17%. Our most aggressively managed portfolio increased by 14.64% during the quarter. Final reports will replace the preliminary reports after… Read more →

Going, Going, Gone.

Going, Going, Gone. It’s the name of a song by Al Kooper. The song is a lament. It recognizes that things have changed, never to be the same again. Some aspects of life with which we have grown comfortable are no more, supplanted by new and different ideas, difficulties and opportunities. (Note: If you are one of the 170 million monthly… Read more →

A Very Quick Note Regarding The KBS Strategic Opportunity REIT.

For those clients who own the KBS Strategic Opportunity Real Estate Investment Trust (REIT), please note that the recent declaration of a special dividend does not require any action on your part. We recommend that you affirm the default choice by taking no action. As a result, you will be receiving a check in December for some of the proceeds… Read more →