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Ophelia McGillicutty, a retired airline executive, has been buying and selling stocks for more than 50 years. At 74, she controls a modest investment portfolio of $280,000. Over the last three decades, McGillicutty has given away millions of dollars to charities. She lives comfortably on her pension and her deceased husband’s Social Security benefits. McGillicutty keeps the bulk of her investments in stocks, although her children and grandchildren say she is taking on too much risk at her age.
McGillicutty should be most concerned about: A. diversification. B. tax considerations. C. liquidity. |