We're Gonna Party Like It's August 2018

The Problem With Brokerage Statements

You can probably sense it. If you look at your brokerage website, or read the statements, they are not wrong. That is virtually impossible. However, they tell you almost nothing about how you are doing.

Up Is Good, Down is Bad, Right? A Definite Kinda.
The reason that these statements are deficient? They do tell you i…