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Reading Your Statements

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Manage episode 424566811 series 3564308
Content provided by Mark Silverman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Silverman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

179 episodes

Artwork
iconShare
 
Manage episode 424566811 series 3564308
Content provided by Mark Silverman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Silverman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

179 episodes

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