Jina Horton
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Allen Padilla posted an update 9 years, 1 month ago
Hi @jina-horton, I hope you are doing well. You are my guru, sensei, master. I come to you with another question. Again, not necessarily a case question, but more of a learning question. I would like to have a discussion about “Change History” and its effect on the Composite performance. Would you mind giving me a call when you have some time…[Read more]
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Allen Padilla posted an update 9 years, 2 months ago
Hi @jina-horton, I hope you are a having a nice summer. Filled with hikes and donuts.
I have a quick performance question which isn’t a “case”-type of question. Where would l look to find a report/view of a model’s (and its underlying assets) performance over different periods of time?
I am saddened we are going to miss Ascent. Next year….
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Allen Padilla posted an update 9 years, 3 months ago
@jina-horton, Thank you for sharing your awesomeness with us today. We always appreciate your kind and thoughtful service. You are one of a kind.
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@allenpetersonwealth-com It is always a pleasure to speak with you. Thank you…I’m happy to help!
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Brett Stuvland replied to the topic Cancelled Accounts – Still count for performance? in the forum Performance 9 years, 5 months ago
Thanks @jina-horton for the info! So, basically, make sure that all the check boxes are correct and the historical data will be included in performance.
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Allen Padilla posted an update 9 years, 6 months ago
@jina-horton Hey, I don’t know the protocol for posts. I have a note from tech lab to ask about adding/opening up “Performance Overview Options.” Admittedly, the note is too general. Is there any chance you could read my mind and ascertain what I was thinking when I wrote it???
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Karen Benner posted an update 9 years, 6 months ago
@jina-horton hey jina….will you be my friend???
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Brad Corrigan posted an update 9 years, 6 months ago
@jina-horton hi
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Erin Warner posted an update 9 years, 6 months ago
@jina-horton friend
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Allen Padilla posted an update 9 years, 6 months ago
@jina-horton, Can I add you as a friend?
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@allenpetersonwealth-com Yes! You should be able to go to my Profile and add me as a friend. I’ll keep an eye out for the invite!
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@allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.