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Know how many questions to expect in a section. There are about 500,000 buffalo in North America...and I expect to see each one of them at the next family reunion. (Uncle Abe, I'm looking at you.)

Recap #2

Bubbie had two more key meetings over the next week. 

Marx definitely needed to work on his people skills a bit, as he didn't seem to be picking up on Bubbie's insecurity about her lack of investing knowledge. At the same time, he continued to do exactly what he should be doing from a legal and ethical perspective. In the second meeting, he assessed Bubbie's risk tolerance, brought up suitable investments ideas for her portfolio, encouraged her to see a more realistic picture of investing,...

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