Reading Your Statements

20/06/2024 10 min Episodio 176
Reading Your Statements

Listen "Reading Your Statements"

Episode Synopsis

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?

 
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