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 … [Read more...]
Why does the PortfolioCenter Holding report differ from the Performance report?
The ending values on a Performance report and a Portfolio Holdings report for the same client don't match. Now what? 1) Check the obvious. Are you running the reports on the same ending date? Are you using the same portfolio or … [Read more...]
Why have the numbers changed on PortfolioCenter performance report?
[dropcap style="light"]Q[/dropcap] "I re-ran a client's second quarter performance report and the numbers have changed. We use the Comparative Performance Review. This has happened before. How could the numbers be different when we re-run a … [Read more...]
Why the PortfolioCenter ending value differs from the brokerage statement
The market value on PortfolioCenter reports frequently differs from the market value on the brokerage statements. In every case, the PortfolioCenter value is more accurate. Here's why the numbers may not match: Some mutual funds … [Read more...]
10 great websites for advisors plus 5 best PortfolioCenter sites
Too much information, too little time? With so much online information, it's difficult to know what is worth following. I found some interesting ideas in Mike Byrnes and Kevin Feehily’s top 10 list of the best websites for financial … [Read more...]
