Our investors continue to gain on inflation! Investment advisor regulations discourage citing specific investment results here, but I can say that our clients’ investment portfolios have, in general, grown faster than inflation over the past 5 years! Specific information is available to our IM clients. Note: The calculation used to determine our clients’ returns is called the internal rate of… Read more →
Category: Investing
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 →
2nd Quarter 2017 Investment Reports Are Posted.
Preliminary second quarter investment management reports for clients of Financial Planning Associates, Inc. have now been posted in secure online client folders. Final reports will be posted when consumer price index information becomes available. Note: The calculation used to determine our clients’ returns is called the internal rate of return. It is cash flow specific and is net of all fees… Read more →
It’s Been A Good 8.5 Years For US Investors.
Preliminary first quarter investment management reports for clients of Financial Planning Associates, Inc. have now been posted in secure online client folders. Final reports will be posted when consumer price index information becomes available. Note: The calculation used to determine our clients’ returns is called the internal rate of return. It is cash-flow-specific and net of all fees and expenses.… Read more →
An Excellent Last 12 Months for Investors
The past 12 months ending February 13, 2017, have been particularly good for our investors. Investors’ IM reports are posted. The calculation used to determine our clients’ returns is called the internal rate of return. It is cash-flow-specific and net of all fees and expenses. It represents the average return our investors experienced during the period. Shown below are the… Read more →