Five Problematic Performance Practices

Written By Kelly Palmer

Episode 015 | Adviser Checkup Podcast

So is past performance indicative of future results? Of course not. That's not the only thing you need to know about your investment adviser's performance reports. Today I share a few things to keep an eye on, how to better understand your numbers and share more about the Global Investment Performance Standards ("GIPS").

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Be Financially Well,

Kelly

Kelly Palmer
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