Posts Tagged ‘Performance Review’

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 »