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Your financial personality is: Savvy
You're financially sophisticated, confident, and you pride yourself on having prepared well for retirement. You may already be retired and living comfortably, with a high level of investable assets and a low level of debt. Your portfolio is large and diverse, and because you're confident your portfolio will last throughout your lifetime, you feel comfortable taking risks. You understand the benefits of working with a financial professional.
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2 Barclays Capital U.S. Aggregate Bond Index (Barclays Index), Bloomberg.
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