Regular readers of this blog may remember that because of the time that we inhabit, because of the accumulation and application of ever-increasing knowledge, because of the speed of change, and the acceleration of knowledge and change I believe that this time is different. It is. In so many ways. At this moment we are aware of and contending with… Read more →
Three Pictures to Consider
“…Asset based compensation for psychological counseling…” Read more →
Important News For Our Investment Clients
Investment management fees have been reduced! Effective January 1st of this year we reduced our fee for clients with aggregate account values of $1.5 million or more under our care. Beginning July 1st we anticipate fee reductions for clients with $500,000 or more under our care. We are able to do this by continuing to adopt and use new technologies… Read more →
Investment Reports and Two Warnings.
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 →
Two Very Quick Notes
#1. If you use the Microsoft Edge browser, and if you have installed the most recent Microsoft software updates you may now be unable to access your secure client (Morningstar) portal. We are aware of this problem and are searching for a fix. In the meantime, we suggest you use the (Google) Chrome browser, which is not affected. If you… Read more →