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 →
Two Very Quick Notes, Jan 22 2019
Clients of Financial Planning Associates, Inc., please note that your 4th quarter investment management reports were posted on January 3rd. Normally we confirm the posting of quarterly reports on the day that they are posted; however, in this case a software issue prevented us from publishing a notification until now. My father, Earl W. Goodin passed away from this life… 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 →
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 →