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Author: DrTarr Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75383  
Subject: Re: Should I? Date: 11/12/2005 4:29 PM
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Yes, see the country - maybe not necessarily a Jag - I like the new XLR.

At 60 years old even with a good pension and SS do you really want to risk a QUARTER OF A MILLION DOLLARS on "past performance" of a model portfolio.

Yes, companies-funds will change the portfolio based on client risk tolerance and at 60 your tolerance is probably low. (not bad, just where you are at and the generation you are from.)

Do some research here on Fool, determine what your portfolio - asset allocation should be for your risk tolerance and cash requirements. Then see if you can reach your retirement goals with a fair investment plan. Of course they are all based on past performance so don't let that discourage you to much, unless the claims see to good!

If you can reach you goals, great, why worry?

If you can reach your goals with out a small portion of the inheritance and you just have to have the thrill of investing (gambling) with this company (and you have an excellent relationship with the other relative) ask if you can put a small amount, say $25K, in with thier funds.

When you are out in the new car, stop by Utah and say hi!

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