SUBJECT: Subscriber FPPs/Q&A/Long-Term Care/Draft #1

Make sure they are operating in your best interests as fiduciary, and not just as a broker. ... or ETFs, but single investments. Most institutions have a maximum of between 5% and 10%. Include your maximum total in Section III.A.2. ... I generally recommend that investors have over half or more of their stock allocations in large capitalization ... ................
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