Investment outcomes below are real and based on actual account(s). Results are from 01/01/2016 to 06/30/2023 and for “Aggressive” investment style; clients with “Moderate” or “Conservative” investment styles would have experienced lower returns. In full disclosure of effects of material market and economic conditions on returns, S&P 500 Index returns are included. All performance results are net of fees, dividends/reinvestments, and other adjustments. Past performance does not guarantee future results. Investing carries substantial risk including loss of principal.
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