Market
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Chapter 19
CASE STUDY #2: DON, 55, AND LOUISE, 48
Who:
Don, age 55, married to Louise, age 48.
Particulars:
Don lost 20% of his portfolio’s value in the downturn. He had $200,000.00 in his
401(k); now it’s down to $160,000.00.

Figure 16
Goals:
Don and Louise want to: (1) recoup the losses; (2) Don wants to retire in 10
years when he’s 65 and Louise is
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