If you are an investment client of Financial Planning Associates, Inc., your preliminary 1st quarter reports have been posted to your secure web portal. Final reports will replace the preliminary reports after March 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 →
Category: Investing
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 →
Just A Few Things.
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 September 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 net… Read more →
Healthcare, Blockchain, Quarterlies, and More.
Our financial planning clients know that one of the great concerns during financial independence (retirement) is the uncertainty regarding healthcare costs. In fact, for the past twenty years or so we have modeled healthcare costs using a 6% annual inflation rate, twice the general rate of 3%. I still recommend this, however, there is the possibility that new technologies can… Read more →