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Helping a Young Entrepreneur Organize His Finances

Josh Jones is a young entrepreneur who recently launched a successful technology start-up company after working as an Investment Banker on Wall Street for five years. He opened a brokerage account after his first few years of working and has been adding to it over time. He has always enjoyed following the stock market and picking single name stocks for fun. However, since his business takes up most of his time, Josh is no longer able to monitor his account closely.

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