Martha died at 94 and was fully alert long after an accounting career. Her very conservative growth income portfolio was designed with a high yield equity component. Martha followed a practice of withdrawing all income leaving capital invested. While she had been my client for over 15 years, this analysis of 5.5 years is from statements she retained. ENTER: Marjorie Elanne, a long time client with much the same portfolio performance and profile as Martha had.
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