It is usually real estate outside of portfolio.
I am including more items not in the guideline answer. How would you get points deducted if you included items that are not in the guideline answer?
also wondering about the common unique circumstances.
Often I don’t know what to write.
-bequests
-concentrate asset holding
anything else?
Could be many thing:
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Wants socially responsible ESG funds
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doesnt want specific stocks having to do with guns
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has a special needs kid