Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Sunday, April 03, 2011
What Investment Beginners Should Know
Your client's kid is finishing college and sallying forth into the real world. The client wants you to give the neophyte a little "Investing 101" advice. You might start with this Bret Arends column: Five Things You Should Know About Funds.
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