My Top 5 Stock Funds
School of Personal Finance School of Personal Finance
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 Published On Jan 29, 2021

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In this video I share with you my top 5 core stock funds that I like to use when building diversified portfolios. I am a big fan of low cost index funds and that is why you will often see Vanguard at the top of my list.

The funds I share in this video are only my opinion and are no way investment advice for you personally. Please consult your own financial advisor and do your own due diligence before investing in any fund.

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To Becoming Great with Money.
Rich McCormack, CFP
www.schoolofpersonalfinance.com

School of Personal Finance is an Investment Advisor registered with the State(s) of New York. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 914-299-3843 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from SPF with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.schoolofpersonalfinance.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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