Financial Performance Statement

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

In this video, our own Nick Gertsema shares the importance of the time period on your financial performance statement. He also discusses the portions of the performance statement that he always likes to check.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

How to Manage Your Health Savings Account

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account.

When Should You Collect Social Security

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, to learn more about when is the right time to collect social security.

The Right Time For a Roth Conversion

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about when is the right time for a roth conversion.

Quarterly Market Outlook: Q3 2021

Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, for this Quarterly Market Outlook.
1 2 3 12 13 14

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation