Chappell Mayfield Investment Dashboard « Atlanta Planning Guys

Posts Tagged ‘Chappell Mayfield Investment Dashboard’

Dissecting the Dashboard

Monday, June 14th, 2010 by Charles Mayfield, CFP®

In our initial Chappell Mayfield Investment Dashboard™ post several weeks ago, we gave a broad overview of the proprietary tool that we, as financial planners, created to help our clients understand ... more »

Tags: Chappell Mayfield Investment Dashboard, client reviews, Investing, Investment Dashboard, investment metrics, performance measurement, Performance relative to peers, relative performance, standardized performance
Posted in Investments | No Comments »

The Birth and Evolution of the Chappell Mayfield Investment Dashboard(TM)

Tuesday, May 11th, 2010 by Cass Chappell, CFP®

Like many great ‘client friendly’ tools, the Chappell Mayfield Investment Dashboard™ was born out of necessity. During our quarterly and annual investment reviews, it became apparent that we were inundating our ... more »

Tags: Chappell Mayfield Investment Dashboard, Client Review, Investment Dashboard, Investment performance, Performance reporting, Performance Review, Quarterly Performance Review
Posted in Investments | No Comments »

Financial Planning offered through Chappell Financial Group, a Registered Investment Advisor

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

CFP® & CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The opinions voiced in this material are for informational purposes only and are not intended to be specific advice for any individual. Stock investing involves risk including loss of principal. To determine which investment(s) may be appropriate for you, please consult a financial advisor on your specific situation prior to investing. All performance referenced is historical and is not a guarantee of future results.

These articles are historical and based on information that was current at the time of initial print. They contain information that has changed. Staff and business names may have changed. We now offer financial planning through Chappell Financial Group, A Registered Investment Advisor and separate entity from LPL Financial.

Nothing stated herein is intended to be tax or legal advice and is for informational purposes only. Please consult a tax and/or legal professional on your specific situation.

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