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Introduction > Hello

Hello

In this introduction I’d like to talk with you briefly about your investments, your financial future, and your quality of life. That will prepare you to get the most out of this book.

In 29 years as a financial advisor with Merrill Lynch, I’ve seen enormous changes in the markets, the financial services industry, and even my own firm. A key objective of my professional career during those years has been to guide and educate clients. The downturn that began in mid-2007 has made me even more determined to use my experience to help simplify the investment process and offer practical advice that anyone would find valuable.

In the past you may have come to rely on what you considered conventional wisdom in your pursuit of successful investing. Perhaps as a result of this most recent crisis you have reconsidered what you thought it would take to achieve your goals. That would certainly be understandable. This particular market downturn has dealt such a devastating blow that everyone has been struck by it or knows someone who has. No one could blame you if you now wonder where this experience has left you and whose advice is safe to follow.


  

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