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Glossary

What is a Portfolio?

A portfolio is a collection of investments all owned by the same individual or entity. A portfolio typcially includes some combination of stocks, bonds, mutual or exchange-traded funds, commodities, real estate and cash.    See Also: Peek Inside...

What is Estate Planning?

Estate planning is the preparation of a personalized plan to manage an individual's or family's assets before and/or after death that can include drafting wills and trusts and gifting and wealth transfer strategies to minimize estate taxes and...

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