by Krisan Marotta | Jun 4, 2015 | Performance
Internal Rate of Return (IRR) is the single rate of return at which the beginning market value plus additions grows to equal the ending market value minus withdrawals. In my opinion IRR is most useful as a measurement of an individual holding. If you want to know...
by Krisan Marotta | Apr 16, 2015 | Performance
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...
by Krisan Marotta | Jan 14, 2015 | Performance
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...
by Krisan Marotta | Oct 29, 2014 | Performance
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...
by Krisan Marotta | Sep 26, 2014 | Performance
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...
by Krisan Marotta | Aug 29, 2014 | Performance
Q. One of my clients is moving cross country and switching to a manager in her new state. Her new advisor also uses PortfolioCenter. How can I send him the existing PortfolioCenter data for my client’s accounts without sending him my entire...
