Do You REALLY Know How Your Investments Are Performing?
The headlines are enough to make anyone uneasy: volatile markets, rising interest rates, international conflict, and new tariffs on the horizon. In a climate like this, even experienced investors are left asking, “Am I still on track?”
Then the quarterly statement arrives. You flip through pages of numbers, charts, and unfamiliar terms and still walk away without clear answers. What did you actually earn last quarter? Were any fees taken out? How does this compare to the market? And maybe most importantly: Is my retirement plan still on track? If you’ve ever felt uncertain or even overwhelmed by your investment statements, you’re not alone.
“Far too often, investors receive complex, jargon-filled statements that don’t tell them what they really want to know: Am I growing my wealth? What did this cost me? And is someone actually looking out for me?” said Ryan Thompson, Vice President at JL Bainbridge.
Located in the heart of Sarasota for over 40 years, JL Bainbridge is offering a confidential free financial review, no cost and no obligation, to help individuals and families better understand their current investments and overall financial health.
Hidden Fees & Murky Reporting
Many investors don’t realize how fees quietly eat into their returns. Some are buried in fund expense ratios, others are tacked on as advisory fees or trading costs. Without full transparency, it’s easy to think you’re earning more than you actually are.
“You could be paying thousands in hidden fees every year and not know it,” Thompson warns. “Our goal is to help you clearly see what it’s costing, and whether or not it’s aligned with your goals.”
A Second Set of Eyes – For Free
Whether you already work with an adviser or have been managing things on your own, JLB’s free financial review offers a second opinion. Their fiduciary team walks through your current portfolio, explains how to read performance data, and identifies any red flags from overpriced funds to overly risky allocations. And they do it in plain English, not financial jargon so you can fully understand how your investments are performing – without feeling embarrassed or confused.
Who Should Take Advantage?
If any of the following apply to you, a review might be well worth your time:
- You’re unsure what your current investment performance actually is
- You want to know if your fees are fair or excessive
- You haven’t reviewed your retirement timeline in a while
- You want a confidential second opinion on how your portfolio is structured
- You want more clarity, more confidence, and less confusion
Whether you’re just getting started or have a healthy portfolio, JL Bainbridge believes every investor deserves clarity because after all, it’s your money and you deserve to understand it. Contact JL Bainbridge for your free investment review and get answers to the questions your statement isn’t answering.
Disclosure:
The views and opinions expressed in this article are those of JL Bainbridge and are subject to change and reflect our judgment as of the publication date. Financial reviews are for informational/educational purposes only and do not constitute investment advice. Investment advice is only available to those who become a client.
JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our Disclosure Brochure (ADV Part 2A), Privacy Notice, and Relationship Summary (Form CRS) at jlbainbridge.com or reference the SEC website for more information on the firm and its advisors at: https://adviserinfo.sec.gov/firm/summary/108058.
Investing involves risk, including the potential loss of principal. Market conditions and events can cause stock prices to fluctuate rapidly and unpredictably. Past performance is not indicative of future results. AD25