Understanding Your Statement
Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts.
Is it time to have “the talk”?
As Ben Franklin so aptly said, “In the world, nothing can be said to be certain except death and taxes.” Yet the subjects of money and death are difficult topics for many married couples and many families; in some family cultures, these two topics may even be considered an absolute taboo.
Download your Report Now!
-
Brett has carefully watched after my interests to ensure that my returns are in keeping with my lifestyle. Since I set up in business on my own in 1995, I have become a more conservative investor, which Brett has understood and acted accordingly.
– John Cobby
-
We have been clients of Brett Worby for over 10 years and have found him to exemplify IPC’s corporate values, professionalism, and business ethics. On a personal note, his character of being friendly, approachable, compassionate and extremely knowledgeable in a financial field.
– Paul and Helen Chumley