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Subject:  Re: Am I on the right path? Date:  2/27/2010  7:54 PM
Author:  ITAWealth Number:  244 of 315

"Any ideas on how I can improve? Or am I on the right path?"

I would say you are in great shape. If I were to make any suggestions, it would be to lay out a Portfolio Policy for a taxable account using a combination of index funds or ETFs.

If you want further discussion of what I am talking about, let me know.

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