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Unrealized Gain/Loss Doesn’t Equal Performance

March 10, 2020 | By Katharine George, CFP®, AEP®

Did my investments do well? Many investors look at the unrealized gain/loss on their brokerage statements and believe this is an indication of the return on their investment.

Mutual Funds and Exchange Traded Funds (ETF’s) – A Comparison

August 23, 2019 | By Matthew Gordon, CFP®, RLP®