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Conservative Allocation: A Case Study

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• Emergency Fund: I would recommend that the emergency fund be invested in a conservative allocation. This will allow the funds to be more liquid and more accessible if an emergency arises. In order to reach your goal of having six months of total dedicated and discretionary expenses in a two-year time frame means that you would need to save $1,840.47 a month. The chart below illustrates the conservative allocation that I

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