Tag: 2nd Quarter Reports

IM Reports, Dementia

If you are an investment client of Financial Planning Associates, Inc., your preliminary 2nd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts increased in value by an aggregate average amount of +1.06%. The portfolio with the highest return increased by +3.72% during the quarter. So far in 2019 our client accounts… Read more →

2nd Quarter Reports and Some Wisdom from Honest Abe.

Our clients’ preliminary 2nd quarter reports have been posted. Final reports, including CPI information will replace the preliminary reports toward the end of the month. Of the twelve investment categories commonly used and shown below, eight were negative for the quarter. Investment Category Representative ETF 2015,Q2 iShares NASDAQ Biotechnology (IBB) 8.51 Vanguard Healthcare (VHT) 4.58 iShares Russell 1000 (IWB) 0.54… Read more →