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Prepare an Investment Policy Statement for Lawrence that suits his needs based on the information provided above.

INVESTMENT POLICY STATEMENT Lawrence Thompson, 60 years old recently retired and received a $5M cash payment from his employer as an early retirement incentive. He also obtained $800,000 by exercising his company stock options. Both amounts are net of tax. Thompson is not entitled to a pension; however, his medical expenses are covered by insurance […]

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