Month: November 2017

A couple weeks ago in this newsletter, I said we’d be back with some more information about the planning checklists we provide to our clients. When folks decide to come into our office for the first time, we’ve probably had a conversation about what to bring with you. We most likely rattled off a list, or sent you an email that spelled out all the parts of your financial life that we’d like to review. You may recall sitting in our conference room with all of those documents, and you might have thought, “what the heck am I doing?” This was, for many of you, probably the first time you’d brought your entire life into a meeting in a professional atmosphere.

• November 30, 2017

Every quarter, our office receives about 10 phone calls from clients who are having trouble understanding their quarterly or monthly statements. The call usually goes something like this: “I got my Pershing statement in the mail, but I also received a statement from Reits/Atel/Business Development Company (BDC) (alternative investments), and I’m not sure if these extra statements are in addition to my Pershing account, or if they’re part of what’s reflected in my Pershing statement. Then, when I log into eMoney, the values don’t match up with what I’m seeing in my statements.”

• November 2, 2017