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Sermon regardig tie mete :blow used to determine the estimate of value at the date of the Haman that is the bash for the estimate by contattg your Fiona' Advior. — Third party estinsed vales may be reflected as *Not piked in several atuatire: when an ixteperdent valuation Inn has not suppled a s
may rot keep pace with inflatkn. • Moderate: Willing to accept sane fit to pinbpal ad tolerate sane volataty to seek hirer returns. • Aggreisive: Willrg to accept hi ;h nit to 'songs,' and high volatility to sea highmums over time. • tmestment Consideration: I selected a portion of the portfoliofa
. statement data shadi not be used for tar purposes Rely sae& onyearend tax kirms,(i.e.. Form 1099. Sat 10425, eto.)whinprepregyour tu return. The Fiona requiredby law to report to the IRS all taxabk dividenek. *tonne nontaxable dwicknds and taxtle nierest erred on acuities held in you nark net prc
o the accord meal, eon if that mewls the accost does not generate significant income or returns and may not keep pace with inflation. • Moderate: Willrg to /accept some fist to pirsPal and tolerate some toddy to seek hgher returns, • Aggrezte: Wiling to aced high fir 10 principal aid high nolatilit
nk is in error, so that you wa ham the use of the money dung the are it takes us to complete its ineshrtion. Please make all cheoks payable to the Fiona the Inrxol inSteution rotated on the frog of this statement In addition to rogues accost lees. scores nw be Abject to marina-co km, charges foe bt
e and may rot keep pace with Within • Modem* Willing to accept acme ride to pinups' red tolerate some volatity to wet hecher returns. • 4ggrenAe: Willrg to accept hip risk so pincipal and high volatility to seek high returns over time. • amesement Consoliption: t selectect a portion d the portfoli
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