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Business, 28.08.2020 20:01 ssargeant2559

An 85-year old retired client has living expenses of $15,000 per year. His portfolio is currently allocated: 50% Money Market Fund 40% Treasuries Yielding 1.20% 10% Equities The customer is complaining that he is not earning enough from his portfolio to meet monthly living expenses. The BEST recommendation to the customer is to:

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An 85-year old retired client has living expenses of $15,000 per year. His portfolio is currently al...

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