If you are an investment client of Financial Planning Associates, Inc., your preliminary 4th quarter reports have been posted to your secure web portal. Final reports will replace the preliminary reports after inflation information becomes available. It should be noted that investor experiences can vary significantly, especially for those with large cash flows during the period. In addition, we generally invest… Read more →
Category: Investing
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. Final reports will replace the preliminary reports after inflation information becomes available. Our strategy of owning a broad range of investable assets tends to result in a smoother, steadier growth curve than strategies which limit the… Read more →
We live in interesting, dangerous times.
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 →
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. Final reports will replace the preliminary reports after June inflation 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… 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 →