Vince Adams

Understanding a mutual fund prospectus: the prospectus has detailed information on investment objective, performance, fees, and services. A portfolio is simply a collection of all your investments in one place. Keep a good mix of asset classes: stocks, bonds and cash equivalents to help you reduce the effects of a volatile market. For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

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