​Peterson Case – Part 2

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Peterson Case – Part 2

Let’s consider a couple of ways the scenario in the case could be modified:

This case employed three fairly generic investment assets. If we could make this more realistic, are there additional asset classes we should be considering? How could these other investment choices help the client? Are they suitable for the Petersons?
Suppose at the end of the case, the Petersons received an unexpected inheritance that doubled the size of their retirement assets. How would this influence your recommendations going forward?

 
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