Traphagen Wealth Radio

Understanding the Fidelity Website & Security Performance


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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 

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Traphagen Wealth RadioBy Traphagen Wealth Management Team