by Donn J. Sinclair, MBA – February 18, 2018
A few words about risks and expenses. You should carefully consider any mutual fund’s investment objectives, risks, charges, and expenses. Not all mutual funds may be appropriate for everyone. Every individual has their own unique investment objective that may or may not match any particular mutual fund. Also, prior to any decisions or investing in any fund, you should carefully read the prospectus as this will outline the specifics of the mutual fund. The information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Past performance is no guarantee of future results.
Updated in Rock Hill SC and Charleston SC
by Donn J. Sinclair, MBA
(803)329-0609 December 15, 2017
Note: More information is available at IRS.gov.
See Publication 590-A and Publication 590-B.