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Author: JAFO31 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76882  
Subject: Re: Hal McCabe retires at age 28. Date: 8/2/1999 7:28 PM
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Intercst: Interesting story.

I was most intrigued by the folowing:

Thank God for Lana. Lana Puckorius, an Onancock, Va., certified financial planner who advises more than 50 former and current AOL employees, has one-third of McCabe's money under her gentle and steely control. She has put it in a diversified portfolio of bonds, mutual funds, variable annuities and blue-chip stocks. "I do see the dollars coming in and out, and if there is a big change, we will have a little chat," she says. "Hal makes me laugh. Then I say, 'Hal, you must listen.' "

It does not really explain the CFP's reasoning, but if she controls only 1/3 of th portfolio I cannot quite fathom the bonds or the variable annuities [note plural, which is quoted directly].

Regards, JAFO
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