Can you help me review my investment strategy?
Of course! Could you provide me with details about your current investments and your financial goals?
I have a mix of stocks, bonds, and some real estate. My goal is to retire comfortably in 20 years.
Great! How much are you currently investing each month, and what is your risk tolerance?
I invest about $1,000 a month and I consider myself moderately risk-averse.
Thanks for sharing! Based on your goals and risk tolerance, I can suggest a diversified portfolio that balances growth and stability.
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