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financial advisor meeting

November 7th, 2007 at 01:26 pm

I had a meeting with my financial advisor earlier this week. It was much more positive than I expected it to be. My mutual funds are doing very very nicely.

We are tweaking one fund and moving it into a more aggressive global energy resource fund. Its currently 5% of my portfolio so I'm thinking of it as a fun opportunity. Add that to the fact I have quite a few years to go to retirement and I don't think its too risky an idea.

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