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Category: Statements

Understanding Investment Statements

Posted By Lineweaver Financial Group
August 24, 2015 Category: Statements, Education Programs

The best way to track your investment account activity and performance is to carefully review your monthly/quarterly statements. Your investment account statements “keep score” of your investments, and track the activity in the accounts. But understanding the vast amount of detail many statements provide might require an advanced degree; many statements are difficult to understand. Once you can interpret the information your statements provide you will find it convenient and easy to track your investments to make sure you are on track to meet your financial goals. Most statements are broken down into different sections, and understanding them will better help you understand the entire statement. Account Information Here you will find basic information, such as the names of the account owners, the type of account i.e. IRA, the time period covered, and the account number. Account Summary This section summarizes the total value of your stocks, bonds, mutual funds, other investments, and any cash, and typically shows the account value at the beginning of the period and the value at the end of the period- very useful information. Portfolio Detail This section identifies individual assets in your account so that you can determine whether the holdings listed are accurate. Also, it shows the value of your investments at the end of the statement period, estimated income and yield, and other information, such as bond insurance ratings and stock symbols. In addition, this

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