IRA Risks and Expenses

IRA Risks and Expenses

Insurance Professional Donn Sinclair

by Donn J. Sinclair, MBA          April 16, 2020

A few words about risks, fees and expenses related to your investments. Before you move forward with any investment – you should carefully consider that investment’s objectives, risks, fees, and expenses. Not all exchange trade funds (ETFs) and mutual funds may be appropriate your specific situation. We all have our own unique risk temperaments and investment objectives that may or may not match any particular ETF or mutual fund.

Furthermore, before investing in any ETF or mutual fund, you should carefully read the prospectus or summary prospectus. This prospectus will outline the specifics of that fund; including that fund’s objectives, fees, and expenses. Said securities expressly to include ETFs and mutual funds. Remember that any investment’s past performance is no guarantee of future results. The information and opinions contained herein are for educational purposes only; and expressly do not constitute a solicitation for the purchase or sale of any securities. This educational information should not be relied upon as financial advice.

Updated in Rock Hill SC and Charlotte NC

by Donn J. Sinclair, MBA – (803) 329-0609 – January 15, 2020


@Sinclair Financial Solutions is independently owned and operated. Donn J. Sinclair, MBA is insurance licensed in NC and SC (NIPR NPN#1722815). Investment Advisory Services offered through Prosperity Wealth Management, Inc., 2333 San Ramon Valley Boulevard, Suite #200 – San Ramon, CA 94583. Securities offered through Fortune Financial Services, Inc., 3582 Brodhead Road, Suite #202 – Monaca, PA 15061 Member FINRA/SIPC; branch office of record located at 948 Myrtle Drive Rock Hill, SC 29730. Sinclair Financial Solutions, Prosperity Wealth Management, and Fortune Financial Services, Inc are separate entities. SC Real Estate License #76530, and NRDS #554027312.



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