01-30-2014, 12:20 PM
Most of our investments are in mutual funds, which send paper statements monthly (they would, of course, like us to dispense with the paper, but my financial guy says to keep it). I don't see much point in trying to track the funds in a personal-finance account. I just have to file the statements where I can find them.
I think it might be different if I were investing in individual stocks.
/Mr Lynn
I think it might be different if I were investing in individual stocks.
/Mr Lynn