Category: Financial Planning

July 2022 – Investing, Lifespan, RMDs, Vacation

Investors suffered losses during the first half of 2022. The picture below tells the story. Since the downturn has been due primarily to Fed actions intended to abate rising inflation, stocks and bonds have lost value. During the period the Vanguard Long-Term Corporate Bond fund and the Vanguard Large-Cap Stock fund each lost 20% of their value. The stocks of… Read more →

A Very Quick Note, Oct 4 2021

Clients of Financial Planning Associates, Inc., your 3rd quarter investment management reports are posted to your secure portal. Important milestones: Attached is a listing of certain important milestones for your reference. Coming soon: News and comments about human longevity, infinite/quantum computing, future transportation, equity indexed CDs and more! Read more →