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 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 March… Read more →
Category: TechKnowledgey
Warning: Scams abound.
Warning: Scams abound. This is a quick note to remind you that these are perilous times. There are phone scams, email scams, phishing scams, tax scams, website hijacking scams, etc., etc., the list goes on. Why do you care? Because the scammers are getting cleverer, and the potential cost of being scammed is great. So, we are including a few… 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 →
Just A Few Things.
If you are an investment client of Financial Planning Associates, Inc., your preliminary 3rd quarter reports have been posted in your secure web portal. During the quarter our clients’ investment accounts increased in value by an average amount of 2.35%. Our most aggressively managed portfolio increased by 9.22% during the quarter. The average increase during the past 12 months has… 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 →