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The podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, client liaison.
This is a discussion of the following:
1. Overview of the Fidelity website account page in terms of position gains and losses
2. Difference between Fidelity website gain/loss and actual investment performance
3. How clients can access actual investment performance
By Traphagen Wealth Management TeamThe podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, client liaison.
This is a discussion of the following:
1. Overview of the Fidelity website account page in terms of position gains and losses
2. Difference between Fidelity website gain/loss and actual investment performance
3. How clients can access actual investment performance