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Test like an eagle: don't let time keep on slipping, slipping, slipping...into the future. Or at least past the time limit.

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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