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1. When developing an investment plan, one of the most important goals is to clearly communicate your investment philosophy so that you and your client

1. When developing an investment plan, one of the most important goals is to clearly communicate your investment philosophy so that you and your client are "on the same page" with respect to how their money is to be invested and managed. What's your investment philosophy? In your view, how does the world work? What words and images would you use to illustrate those views?

2. Questions, observations, and suggestions regarding your investment plan.

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