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Just a few suggestions on the letter,

Comparing their broker's performance to the S&P 500 may not be entirely fair if they had told him to be more aggressive. There may a more appropriate in index fund to compare his performance to.

You might want to make sure that they understand how badly long term bonds will do if interest rates or inflation go up. In a lot of ways long-term bonds are set up to get clobbered in a perfect storm if everything goes wrong.

If they have more money than they need for their short term and emergency needs in a money market accounts or CD's then they might want to research better places to park their money such as savings bonds.

Greg
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