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What are your investment goals? What is your risk tolerance? (This answer is influenced by factors such as age, income, financial responsibility, job stability, and

What are your investment goals? What is your risk tolerance? (This answer is influenced by factors such as age, income, financial responsibility, job stability, and other items.) What is your time horizon? What is your tax situation? What is your knowledge of investment alternatives? What possible future events in your life might necessitate updating this initial plan

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