Tag: Investment Reports

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 →

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 aggregate 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… 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. The second quarter of 2017 has been a good one for our investors, the aggregate return being +2.25%, which includes all of our investment clients, from… Read more →