Month: January 2018

Quick Note: Two Things

“Advisers at Leading Discount Brokers Win Bonuses to Push Higher-Priced Products: At Fidelity, Schwab and TD Ameritrade, employees win extra pay and other incentives to put clients in products that are more lucrative for them, and the firm.”  The headline above appeared in yesterday’s Wall Street Journal. Fidelity, Schwab, TD Ameritrade, Merrill Lynch, Edward Jones, and many of the household names… Read more →

2017 Investment Reports Are Posted

If you are an investment client of Financial Planning Associates, Inc., your preliminary 4th quarter reports have been posted in your secure web portal. In 2017 our clients’ investments increased in value by an average amount of +13.55%. The average increase in the 4th quarter was +3.10%. Final reports will replace the preliminary reports after December inflation information becomes available.… Read more →