by Krisan Marotta | Apr 15, 2025 | Books, Start Strong
Author Q&A with Krisan Marotta Author of Start Strong: A Beginner’s Guide to Understanding Christianity Krisan Marotta is a Bible teacher and host of the Wednesday in the Word podcast. With over 20 years of experience teaching Scripture to adult learners, Krisan...
by Krisan Marotta | Oct 15, 2015 | KBO, Performance
Q. I want to use the PortfolioCenter Transaction Writer and the stock merger/exchange wizard to enter a stock merger. What is the “share exchange ratio” and how do I find it? A. The share exchange ratio is the number of shares the investor receives of the...
by Krisan Marotta | Oct 8, 2015 | KBO, Performance
Q. We have a number of portfolios that hold a stock that awarded a dividend of $5.06 per share. The price of the stock at the time was $20.00 per share. On some reports in Schwab PortfolioCenter, it appears these clients have a large loss, when in fact they have an...
by Krisan Marotta | Jun 20, 2014 | KBO, Reporting
Q. I’m not able to figure out why a yield does not show up on the Portfolio Statement for a particular Vanguard fund. The yield is about 4% and the report shows 0%. I checked the security data and have all the information in accurately. Can you help? A.Good...
by Krisan Marotta | Feb 25, 2014 | KBO, Reporting
Q. Why is the gain/loss on my PortfolioCenter performance reports different than the gain/loss on the PortfolioCenter tax reports? A. Comparing the gain/loss on performance reports to the gain/loss on realized gain/loss reports is comparing apples and oranges. The...
