Blog

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

Categories
General (39)
Newsletter (33)
Economic Commentary (18)
Retirement (15)
Retirement Planning (14)
Letter From The President (14)
Financial Planning (11)
Tax (11)
Finance (10)
Healthwatch (10)
Educational (10)
Lineweaver (10)
Taxes (8)
Market Commentary (8)
Tax Planning (7)
Commentary (7)
Q3 (7)
Education Programs (6)
Economy (6)
Market (6)
IRA (4)
Estate Planning (4)
Social Security (4)
Bonds (4)
LFG (4)
Health (4)
Trump (3)
(3)
2017 (3)
Market Review (3)
Insurance (3)
Tax Law (3)
Portfolio (3)
Interest Rates (3)
Diversification (3)
Real Estate (2)
Volatile Market (2)
Charity (2)
Social Security Benefits (2)
Stocks (2)
Q2 Newsletter (2)
Financial (2)
Coordination (2)
Annuities (2)
Annuity (2)
Rising Interest Rates (2)
Tax Cuts And Jobs Act (2)
Investing (2)
2019 (2)
Strategies (2)
HealthWatch (2)
Economic Outlook (2)
Election (2)
2016 (2)
Tax Scams (2)
High Income (2)
Investments (2)
Financial Strategies (2)
Brexit Update (2)
Client Spotlight (2)
Fraud (2)
Market Update (2)
Wills (1)
Bloodline Trust (1)
Keeping Your Mind Sharp (1)
Congress (1)
Traditional Ira (1)
Legal (1)
Q2 2019 (1)
Chad Roope (1)
Trusts (1)
Sring Cleaning Your Finances (1)
Roth Ira (1)
Roth Conversion (1)
2018 (1)
Cooking (1)
David Baker (1)
Screens (1)
Financial Quarterback (1)
Quarterly Newsletter (1)
James Lineweaver (1)
Exercising (1)
Vacation Home (1)
Eye Strain (1)
Market Outlook (1)
Financial Goals (1)
Anne Graffice (1)
Jim Lineweaver (1)
Vacation From Investments (1)
New Years Resolutions (1)
Healthy (1)
Tips (1)
Q1 (1)
Marital Trust (1)
Pro Football Hall Of Fame (1)
Statements (1)
Charitable (1)
Sell In May And Go Away (1)
Your Retirement Playbook (1)
Stimulus (1)
Nutrition (1)
Steps (1)
Probiotics (1)
2020 (1)
2020Q3 (1)
Medicare (1)
Medicare Supplements (1)
2020Q4 (1)
CARES (1)
Markets Don\'t Pick Sides (1)
Sleep (1)
Healthy Living (1)
2021 Outlook (1)
Eductional (1)
News (1)
Awards (1)
Crain\'s (1)
CARES Act (1)
Black Swan (1)
Stock (1)
Checking (1)
Buy (1)
Sell (1)
Dementia (1)
Review (1)
Credit Unions (1)
Pse (1)
Big Banks (1)
Savings (1)
Banking (1)
Tax Strategies (1)
Longterm Care (1)
Healthcare (1)
Elder Law (1)
POA (1)
Power Of Attorney (1)
In Laws (1)
Donations (1)
End Of Year Taxes (1)
Inheritance (1)
Top Financial Strategies Of The Wealthy (1)
Q3 Newsletter (1)
Policy (1)
Legacy (1)
Retiring (1)
Self Employed (1)
Business Owners (1)
Annuity Alternatives (1)
Life Insurance (1)
Dividend (1)
Bonds Ladder (1)
Roth (1)
Retire (1)
Donor Advised Fund (1)
Private Foundation Charitable Lead Trust (1)
Charitable Remainder Trust (1)
Growing Your Wealth (1)
REITs (1)
Risk Management (1)
Protection (1)
North Korea (1)
Retire Early (1)
Q1 2017 Newsletter (1)
Lineweaver Wealth Advisors (1)
Gifting (1)
Retirement Tips (1)
Financial Advice (1)
Financial Advisor (1)
Social Security Planning (1)
Charitable Contributions (1)
Women And Money (1)
Service Day (1)
Harvest For Hunger (1)
Candidates (1)
Winter 2017 (1)
Politics (1)
Fall 2016 (1)
Financial Health (1)
Holiday Planning (1)
Stockpile (1)
Holiday Gifts (1)
1st Quarter (1)
2016 Market (1)
Conflict (1)
Mutual Funds (1)
Summer (1)
Bruce Motko (1)
Tariffs (1)
NAFTA (1)
Trading (1)
New Tax Law (1)
529 Plans (1)
Charitable Giving (1)
Q2 (1)
New Website (1)
Travel Tips (1)
RMD (1)
Travel (1)
Markets (1)
Drink Water (1)
Market Volatility (1)
Cryptocurrency (1)
Investment (1)
Bitcoin (1)
Advice (1)
Distribution (1)
Reallocation (1)
Expense (1)
Introducing (1)
Costs (1)
401(k) (1)
Equifax (1)
Mark Sipos (1)
2017 Q4 (1)
Identity Theft (1)
Third Quarter (1)
Tax Cuts And Job Act (1)
Kids (1)
Market Pullback (1)
Grand Kids (1)
Tax Cuts (1)
Jobs (1)
Lose Weight (1)
Eat More (1)
Market Review 2017 (1)
Letter From The President New Years Resolutions (1)
Transfer Real Estate (1)
Defer Tax (1)
Investment. Advisers (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom