BY EVE KAPLAN, CERTIFIED FINANCIAL PLANNER(TM)
Note: Recently I gave a seminar on “It’s Greek to Me!” – Understanding Your Investment Statements at the Bernards Township Library in Basking Ridge, NJ. Here are a few of the items I touched on.
When you look at your monthly investment statement, do you think “this looks like Greek to me”? Do you ignore all but the first page, after checking to see how much ...
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