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The initials, RIA, stand for registered investment adviser and should not be construed as a designation. Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.
You should always consult an attorney or tax professional regarding your specific legal or tax situation. Some articles were prepared by third-party journalists. Pension and tax rules are subject to change. Any hyperlinks are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
A list of all of our past specific recommendations for the past year is available upon written request. Photos and gifs are used for the singular purpose of enhancing the video. None of them are photographs or gifs of current or former clients. For a copy of our firm ADV, please contact our office at 484-350-3301.
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