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Unformatted text preview: where all of their needs are taken into account and everything they wished to accomplish will be. I would like to also make mention of the fact that there will be some extra investment room if they wish to help save a trust fund for their grandson so that he may have some extra funds to help go to a post secondary institution. I also realized that they decided to go with a moderate approach to investing their money. I understand that they do not have the burden of mortgages on both of their houses or very much financial stress, if any. This is due mainly because of Mr. Does financial stability. I believe that they should pursue a much more aggressive portfolio approach....
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- Spring '09