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Typically, each client will require the development of a unique allocation that will optimize return given investment and return preferences. If you have diversified into

Typically, each client will require the development of a unique allocation that will optimize return given investment and return preferences. If you have diversified into other markets, such as the real estate, bond, or an alternative investment market, what is your rationale for selection of these particular investments? In the event that you have not diversified into other markets, provide rationale for maintaining your allocation among traditional investment instruments. Discuss this with your peers.

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