Remind Clients of the Non-Market Returns You Provide: 7 Examples

Andy RiceNews Leave a Comment

Now that I’ve finally come up for air after a daunting 2012 tax season, which kept me away from my writing my monthly column in April, I want to discuss whether you’ve ever explained or shown your clients their non-market related return on investment. The simplified method of looking at a monthly statement to assess whether their money has increased …