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Jul 24 09:09AM
Monthly: dollar cost avging! RT @mandiwoodruff: Should you make a lump sum IRA investment or monthly contributions? http://t.co/RKWDDESQWW
Jul 24 08:52AM
Hi, @AdvisorTweets. A correction (my bad): it's Morningstar Office, a practice and portfolio management system, which includes CRM tools.

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