Our investors continue to gain on inflation! Investment advisor regulations discourage citing specific investment results here, but I can say that our clients’ investment portfolios have, in general, grown faster than inflation over the past 5 years! Specific information is available to our IM clients. Note: The calculation used to determine our clients’ returns is called the internal rate of… Read more →
A Quick Note RE: Eunice Goodin
My sweet mother, Eunice Goodin passed on from this life yesterday. Therefore, I would ask that our clients understand if we are a bit slow to respond to service requests during the next few days. Thank you. – Carl Read more →
Equity Investments Vs. Inflation!
What should we assume? In modeling cash flows, we typically assume that investment returns during retirement will average about twice the rate of general inflation and be about equal to the rate for healthcare expenses. Of course, specific results will vary based on many factors. It is important that our clients review and adjust their cash flow “pictures” with us… Read more →
Service. We provide it.
Service. It’s what we do. We serve our clients. We provide information. Good information. Knowledge. Insight. That sort of stuff. And we take care of needs and problems, including the mundane, routine tasks necessary to serve our clients well. As a rule Jayne and I are more or less always available to quickly assist our clients and provide good service.… Read more →
2nd Quarter 2017 Investment Reports Are Posted.
Preliminary second quarter investment management reports for clients of Financial Planning Associates, Inc. have now been posted in secure online client folders. Final reports will be posted when consumer price index 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 of all fees… Read more →