TIAA CREF Symbol Change: the sequel

TIAA CREF Symbol Change: the sequel

TIAA-CREF is changing symbols again.  You probably received an alert like this: With TIAA-CREF’s implementation of a new class structure for its eight CREF Accounts, new ticker symbols issued by NASDAQ will take effect at the close of business on Friday, April...
End of year RMD value problem

End of year RMD value problem

I’ve written before on why the PortfolioCenter ending value frequently differs from the ending value on the brokerage statement. I thought I’d seen everything, but this one really surprised me! January means it’s time to compute RMDs based on the...
TIAA CREF Symbol Change: What to do?

TIAA CREF Symbol Change: What to do?

Did you receive an alert from TIAA-CREF something like this? This is to inform you that effective October 24, 2014 we are issuing live NASDAQ ticker symbols for the CREF Accounts. This will improve the overall experience for clients who own any of these accounts and...
How Expenses Affect Returns in PortfolioCenter

How Expenses Affect Returns in PortfolioCenter

PortfolioCenter automatically calculates returns both before and after expenses.  While the portfolio value is always reduced by the amount of  an expense, you control how the reductions impact performance returns. Your choices affect your gross and net performance...