Thank you for sharing!

Your article was successfully shared with the contacts you provided.

As the year turned, the news media were trumpeting the fact that “the market” had delivered another great year for investors. You were in “the market.” Therefore you had a great year. Or did you?

As the dark of winter starts to recede and you begin to assemble your financial information in preparation for tax filing, take some time to look carefully at your investments. Sure, “the market” surged. But knowing whether you were “up” or “down” doesn’t tell you how you performed. Honest. It is not good enough- no matter what you think. Shockingly, brokerage statements don’t tell you how your investments performed. Neither do mutual fund statements. So how can you know how you really did?

This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.

To view this content, please continue to their sites.

Not a Lexis Advance® Subscriber?
Subscribe Now

Not a Bloomberg Law Subscriber?
Subscribe Now

Why am I seeing this?

LexisNexis® and Bloomberg Law are third party online distributors of the broad collection of current and archived versions of ALM's legal news publications. LexisNexis® and Bloomberg Law customers are able to access and use ALM's content, including content from the National Law Journal, The American Lawyer, Legaltech News, The New York Law Journal, and Corporate Counsel, as well as other sources of legal information.

For questions call 1-877-256-2472 or contact us at [email protected]


ALM Legal Publication Newsletters

Sign Up Today and Never Miss Another Story.

As part of your digital membership, you can sign up for an unlimited number of a wide range of complimentary newsletters. Visit your My Account page to make your selections. Get the timely legal news and critical analysis you cannot afford to miss. Tailored just for you. In your inbox. Every day.

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.