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[quote=Anonymous]We have a dashboard at our brokerage that shows all our accounts. (Checking and savings are on the bank side, so it is on the dashboard as well, but not included in our brokerage totals or calculations. We don't include the checking or savings in terms of retirement.) This provides so many charts that show various timeframes of performance. We have rolled DH's previous 401Ks (2) into an IRA that is held in our brokerage so that it isn't part of his current 401K. He also has a SEP IRA, as do I. All shown on the dashboard.[/quote]
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