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Rob Berger
Rob Berger

An 86-Year-Old With 92% in Stocks: Is Her Advisor Right?

Aug 4, 2026 · 0:21:40
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✨ AI Summary
  • Evaluating an 86-year-old's IRA portfolio with 92% in stocks.
  • Advisor leaving firm, wants client to follow with $150,000.
  • Assessing risk and suitability for an elderly investor.

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