Portfolio recommendations judy and chris smith

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Case Study Case Study - Portfolio Recommendations Judy and Chris Smith have approached you and asked for your help in reviewing their investments. They have never really sat down with anyone and had them review their investments before. They have accumulated a decent portfolio, but there is no overall plan in place. Here is your chance to shine! You would like to sign them as your client and create a comprehensive plan; however, for now, they only want you to review their investments.

Reference no: EM133573999

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Portfolio recommendations judy and chris smith : Portfolio Recommendations Judy and Chris Smith have approached you and asked for your help in reviewing their investments.

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