FPA New Income Fund ( FPNIX) seeks current income and long-term total return. FPNIX invests primarily in fixed-income securities, with an emphasis on obligations issued or guaranteed by the United ...

FPA Capital Fund ( FPPTX) seeks long-term growth of capital and providing current income is a secondary consideration. FPPTX invests primarily in common stocks of U.S. companies in a variety of ...

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In ...

After eight years, the CEO of the Financial Planning Association, Lauren Schadle, resigned last month. She leaves behind an organization that has lost thousands of members in recent years. Count me ...

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here. In ...

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. In ...

Investment management company First Pacific Advisors recently released its third-quarter 2025 investor letter for the “FPA Source Capital.” A copy of the letter can be downloaded here. In the third ...

In 2000, the International Association for Financial Planning and the Institute for Certified Financial Planners merged to form the Financial Planning Association (FPA) to unify the financial planning ...

Consumers using Retire Logix on their mobile phones now will be able to search for financial planners with a simple click. The Financial Planning Association has agreed to allow Retire Logix, a ...

In any profession, one of the most difficult aspects of a crisis is finding the balance between being present and focused on what is happening now and making decisions and driving progress with an eye ...