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Wealth Management Glossary

Par Value Passive Activity Payable Date Per Capita Per Stirpes Personal Property Personal Representative Physical Certificate Portfolio Power Power Of Appointment Power Of Attorney Precatory Words Preferred Stock Prime Rate Principal Principal Portfolio Probate Court Probate Of Will/Probate Prospectus Proxy Prudent Investor Rule

Prudent Investor Rule Legal term that refers to the duty of the fiduciary to invest and manage assets in the best interests of another.

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