• Reading Your Statements

  • Jun 20 2024
  • Duración: 11 m
  • Podcast

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Reading Your Statements

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  • Resumen

  • Have you ever glanced at your financial statements and felt overwhelmed by the numbers and jargon? You're not alone. Many people receive statements from their investment accounts every month or quarter but don't fully understand what they're looking at.

    Here’s what we discuss in today’s show:

    • Some of the challenges when it comes to fees.
    • What is cost basis and why is it important?
    • What’s in the fine print that you should be paying attention to?

    Want to get in touch with Mark?

    Web:

    https://silverman-associates.com/home

    Email:

    mark@silverman-associates.com

    Phone:

    520.512.8832

    520.618.5323
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