Series 82: 3.4.1.1. Preservation Of Capital

Taken from our Series 82 Online Guide

3.4.1.1. Preservation of Capital

When customers are averse to any decline in the value of their investment, in the language of money, they want to “preserve their capital.” Only the most conservative investments will satisfy this goal. FDIC-insured bank CDs, U.S. Treasury securities, and money market mutual funds would all be accepta

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