Regular readers of this blog may remember that because of the time that we inhabit, because of the accumulation and application of ever-increasing knowledge, because of the speed of change, and the acceleration of knowledge and change I believe that this time is different. It is. In so many ways. At this moment we are aware of and contending with… Read more →
Category: Investing
Three Pictures to Consider
“…Asset based compensation for psychological counseling…” Read more →
Important News For Our Investment Clients
Investment management fees have been reduced! Effective January 1st of this year we reduced our fee for clients with aggregate account values of $1.5 million or more under our care. Beginning July 1st we anticipate fee reductions for clients with $500,000 or more under our care. We are able to do this by continuing to adopt and use new technologies… Read more →
Investment Reports and Two Warnings.
If you are an investment client of Financial Planning Associates, Inc., your preliminary 4th quarter reports have been posted to your secure web portal. During 2019 our clients’ investment accounts changed in value by an average amount of +14.12%. The portfolio with the highest return increased by +47.16% during the year. Final reports will replace the preliminary reports after inflation information becomes… 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 →