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Your client, Jill Thomas wants to accumulate wealth and she has told you that she is risk tolerant. What should be your next step? James,
Your client, Jill Thomas wants to accumulate wealth and she has told you that she is risk tolerant. What should be your next step?
James, age 30, is planning to retire at age 65. Based on the results of James' risk tolerance questionnaire, he is an aggressive investor, with a primary objective of growth in his retirement assets. As his financial planner, what asset allocation strategy would you recommend as being most appropriate for James' retirement investments and why?
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