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Key question will help shape a strategy

EVAN LUCAS

Evan is the chief market strategist at InvestSMART and has been researching global markets for over a decade.

Courtenay, your scenario is very close to my personal situation, and if you would indulge me a bit I will answer your questions with an explanation of what I have done.

First, ask yourself what you want for this nest egg/investment fund.

In my case,

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