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Big Investment Returns — Sounds too good to be true?

Big Investment Returns — Sounds too good to be true?

by Joel Barretto, CFP | Negosentro.com | It probably is! I am reminded of a client of mine back in 2006 whom we shall call Paul and his second wife Mary.  Paul came into an inheritance of almost $1.5M during that time. Due to the fact that Paul was getting hit with investment opportunities from all sides, I prepared a proposal for him to allow me to manage his assets conservatively ...

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