Month: October 2015

A Quick Note, October 27 2015.

It is not uncommon for a client to say something like this, “Investment X has gained a lot lately. Why don’t we invest more in it?” Or, “Why do we keep holding money market funds and short-term bonds when the yield is so low?” The answer to these questions is related to the experience written about in an Associated Press release published… Read more →

Security, Securities and More.

Asset management clients of Financial Planning Associates, Inc. please note that your 3rd quarter preliminary reports have been posted to your secure folder. Our clients lost some value during the quarter, typically 5% to 7%. Because securities have been “on sale” we have been purchasing assets in those accounts where it is appropriate. In the longer term we believe this will… Read more →