Posts Tagged ‘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 »

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 »