Series 65 Quiz
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CLIENT INVESTMENT RECOMMENDATIONS AND STRATEGIES
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A family (ages 50 and 48) wants to retire in 15 years and pay $60,000 for college starting next year; income is $175,000. Assets: $450,000 retirement accounts, $70,000 taxable, $20,000 savings. They can invest $1,200/month and have moderate risk tolerance. They plan to invest the college money in an aggressive stock fund for one year. What is a potential risk of the client's current strategy?
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