The Paper Trail

Why You Should Look Into Tapes And Spreadsheets


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Expanding a Notes and Bolts topic, Gail and Chris get down to looking at tapes, the spreadsheet where all the note information are. For those still wandering around with their notes, having a tape and spreadsheet will save you time and a ton of potential risks when investing. They discuss what a tape looks like, what to do when you get it, and what is the process after. They also outline some good price points to consider and ay down some great tips on how to organize and filter your spreadsheet while discussing taxes and state laws.


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The Paper TrailBy [email protected] (Chris Seveney)