Category: Investing

Regarding investing.

3rd Quarter Investment Results and More.

If you are an investment client of Financial Planning Associates, Inc., your preliminary 3rd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts changed in value by an aggregate average amount of -0.70%. The portfolio with the highest return increased by +2.22% during the quarter. Final reports will replace the preliminary reports… Read more →

We live in interesting, dangerous times.

Many of our client relationships go back decades, the longest goes back to the mid-1980s. Therefore, some of our clients have heard this recurring theme from yours truly a time or two before. Yet, I will state it again because I think it is important. We live in interesting, and dangerous times. Interesting and dangerous because we humans are gaining… Read more →

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 →

About the yield curve…

Earlier today, June 25 I observed an interview with Jim Bullard, Pres. of the Federal Reserve Bank of St. Louis. Jim is also a voting member of the Federal Open Market Committee (FOMC), the group of (mostly) economists who make policy decisions regarding our central bank. Subsequent to that I observed an interview with the current Fed chairman, Jerome Powell.… Read more →

A Good Quarter and 3D Printing.

If you are an investment client of Financial Planning Associates, Inc., your preliminary 1st 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 8.17%. Our most aggressively managed portfolio increased by 14.64% during the quarter. Final reports will replace the preliminary reports after… Read more →