1. Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.
Create a 700- to 1,050-word analysis in which you do the following:
o Describe the risk tolerance and recommended asset allocation to match that risk for each of the life situations selected.
o Develop an investment portfolio that meets their needs.
o Consider and recommend any insurance that is appropriate, and any estate planning tools necessary to protect the family and their assets.
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