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Extreme makeover
Jay Freeberg
Garden City, NY


To this day I keep a copy of a client's annual investments performance they had with a brokerage in 2000, before they became our client. The account began on January 1 with a fair market value of $287,543, and ended the year with a value of $10,820 - with no additions or withdrawals. The broker told the client that they were well diversified - into numerous Internet and technology companies. They became our client in 2002 and we properly diversified their holdings.

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