How to Read Your Quarterly Performance Report

by | Jul 13, 2018 | Investing, YouTube

 

Last week, we mailed out your quarterly performance report for the 2nd quarter of 2018.  Since these reports are new and we want this information to be meaningful and useful for you, this week’s video is dedicated to a page-by-page walkthrough of your quarterly performance report.

We’re covering the layout, figures, and fancy financial jargon used in the report.

If you’ve been wondering about class blended benchmarks, what your RGL means, and the upside capture of your portfolio, take a look at this week’s video!

Questions?

Still have questions?  Give us a call at 503-387-6869.

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ABOUT THE AUTHOR

ASHLEY M. MICCICHE, QPFC®, CRPC®, CEXP®

Ashley helps business owners exit their business and retire with financial security. As a Certified Exit Planner she specializes in helping business owners navigate the maze of decisions that need to happen from full-time running their business to retirement.

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