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A Message about Risk in Investing

The following is a story that was related to me by another financial planner. The message is quite remarkable – and important for all of us to understand. A dentist, age 53, had sold his practice and partially retired. When we reviewed his portfolio, which amounted to approximately two million dollars, it became apparent that he had strong feelings regarding protection of capital. The entire two million dollars was invested in a combination of CD’s, money market funds, and short-term US government bonds.