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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
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